CHET Advisor Investment Update Conference CallHome / CHET Advisor Investment Update Conference Call
CHET Advisor Investment Update Conference Call
Thursday January 18, 2018 | Noon Eastern
Meeting Code: 828360
On Thursday January 18, 2018 at Noon Eastern we’ll host our regular year in review and market outlook call specifically for holders of CHET Advisor accounts. This is a call we typically host in January each year to provide CHET investors with data and strategy for their CHET accounts for the coming year.
To join the call please dial 800.356.8278 and enter meeting number 828360.
This call will be hosted by Charles Wareham, Advisor and CEO at Valark Financial with special guest Tim Hampson, Regional Marketing Director at The Hartford Funds. The call is specifically oriented to those clients and friends who hold CHET accounts, but anyone is welcome to attend and listen in.
In this call we’ll discuss:
- Performance of commonly used CHET Advisor funds for 2017
- Market outlook specifically related to CHET Advisor funds for 2018
- Changes to fund lineup, including addition of a stable value fund
- Enhancements to 529 plans signed into law with the Tax Reform Bill
- Overall Portfolio recommendations for 2018.
As usual, if you are unable to attend the call it will be recorded and posted on our website shortly after.
Have a Question?
Our team members would be happy to help you with any questions or financial concerns. Feel free to reach out to us at any time.