Pre-Election Market Views, Outlooks, and Discussion

It’s the time of year when we look forward to greeting you personally and spending an evening with education, food, drinks and conversation. We all know this is not a typical year. However, we are excited to continue with our fall educational event featuring Edward Kerschner, Chief Portfolio Strategist with Columbia Threadneedle Investments. Ed has been a strategist for 40 years and has been sharing insightful information to help investors address what’s on their minds. His discussion includes communicating current investment themes and sharing data that is driving the financial markets. This Capital Market Review and Outlook will help you stay up to date on the economic influences affecting portfolios, as well as the specific challenges and opportunities across global asset classes. Highlights of Ed’s Presentation: • Economic Outlook – Will it be a U-Shaped Recovery? • Election Impact on the Markets • Effect of COVID-19 on Emerging Markets • Key Data Points Affecting Market Trends • Credit and Interest Rate Factors SVA’s Investment Team including Tim O’Brien and Randy Godsell will host a Q&A session following Ed’s presentation. This is your opportunity to ask questions to Ed and the SVA team. Bring your family together and join us for this virtual evening with SVA Financial Group. Presented by: Edward Kerschner, CFA Chief Portfolio Strategist Columbia Threadneedle Investments Mr. Kerschner is responsible for developing investment ideas, investment themes and asset allocation recommendations for various investment areas at Columbia Threadneedle Investments. Featuring SVA Financial Group: Randy Godsell, CPA, CFA, CFP® Chief Investment Officer and Principal Tim O’Brien, MBA, CFA Director of Research and Principal