Breakfast meeting: 2023 Economic and Market Update and Outlook

Date: Tuesday, January 24, 2023
Time: 7:30am - 9:00am
Location: MN Society of CPAs Education Center - Itasca Room
Speaker: Jonathan Scharlau, CFA, CFP®, AEP®, CAIA


2022 was a very difficult period for investors as both the stock market and bond market experienced bear markets as inflation accelerated, the Russian invasion of Ukraine and severe Covid in China roiled the commodity markets and supply chains, forcing the Federal Reserve to aggressively raise interest rates to slow down seemingly accelerating inflation. As we enter 2023, these aggressive actions seem to be working but many questions whether the US will be entering a recession this year or next year. As a result, there are many questions about whether the equity bear market will continue or even get worse in the first half of the year. 

Jonathan Scharlau will review the important economic and market factors that impacted 2022 and will provide an outlook for 2023 and review the potential risks and opportunities. In addition, he will review the recently passed Secure 2.0 Act and how it will impact retirement planning in the years ahead.

Learning Objectives
By attending this session advisors will be: 

  1. Understanding of the current economic situation and outlook for 2023.
  2. Review of 4th Quarter and 2022 performance trends across markets.
  3. Review of Outlook for the economy and markets for 2023 and potential positioning of portfolios.
  4. Review of the recently passed Secure 2.0 Act and how it will impact retirement planning.

Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit

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