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• Wednesday, June 18th Luncheon Meeting Featuring Guest Speaker: PAUL PETERSON, Regional VP of First Trust Portfolios, L.P.

  • When
    June 18, 2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Hammock Dunes Club, 30 Ave Royale, Palm Coast, FL 32137

  Register

  
  

  
  

  EVENT REGISTRATION  
  

  Advance registration and payment required: 

  $35 for members and $40 for guests.  

  Early registration is strongly encouraged!

  This event will sell out!

  
  

  SPEAKER TOPIC

  The 2025 economic outlook and how the new administration's policies will impact the economy.

  ABOUT THE SPEAKER

  • Paul is a Vice President who works with financial professionals to help them implement Unit Investment Trusts, Mutual Funds and Exchange-Traded Funds into their practice.  He has over 20 years in the financial services industry and works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis and practice management consulting.
  • Paul delivers economic data to financial professionals to help them build portfolios for each client.
  • Previously, Paul was at Van Kampen and Invesco where he specialized in Mutual Funds and Unit Investment Trusts.
  • Paul is a graduate of Loras College where he earned a degree in Mathematics and in Education.

  EVENT SPONSOR

  
  

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