Attend our investor call on tax reform and 2018 market outlook

Wednesday, January 10, 2018
4:00 p.m. Eastern
3:00 p.m. Central
2:00 p.m. Mountain
1:00 p.m. Pacific

How to participate:
Dial in: Toll Free - (855) 458-0619 or
International (574) 990-1270

Participants will be placed on music hold until the event begins. Please join in 15 minutes early as the event will start promptly. A replay will be made available for 30 days following the event for those unable to attend.

Topics will include:

  • Details of newly passed tax legislation
  • Changes to Wells Fargo Investment Institute’s 2018 Outlook and year-end targets for the economy and equity markets
  • Important investment planning implications for individuals and businesses
  • Asset classes and sectors Wells Fargo Investment Institute believes could benefit and risks it’s watching in 2018

Featuring

Stuart Freeman, CFA
Co-Head of Global Equity Strategy,
Wells Fargo Investment Institute
Mr. Freeman identifies potential long-term buying opportunities within the equity markets by analyzing sub-industries and broader market sectors. He also produces cross-analyses of recent versus historical economic landscapes, and develops equity market earnings projections and price target ranges. Mr. Freeman began his career at Wells Fargo predecessor firm A.G. Edwards in 1982 as a securities research analyst following the healthcare industry. He earned a joint Bachelor of Science in Business Administration/Master of Business Administration with a concentration in Finance from Washington University in St. Louis. He is a CFA® charterholder and member of the St. Louis Society of Financial Analysts.

Dan Prebish, JD, MBA
Manager, Life Event Services, Estate Planning and Business Succession,
Wells Fargo Advisors

Mr. Prebish is a member of the Missouri Bar and serves on the Missouri Bar Probate, Trust and Estate Planning Committee. Prior to joining Wells Fargo Advisors, he spent 15 years in private practice, initially as a tax and financial planning specialist in public accounting and then in a tax- and business-law-oriented private law practice. Mr. Prebish earned his Juris Doctor and Master of Business Administration degrees from Washington University in St. Louis and his B.A. degree from the University of Notre Dame.

Kris Gretzschel, CFP©, CPA
Manager, Tax and Financial Planning Services,
Wells Fargo Advisors

Ms. Gretzschel has accumulated almost two decades of tax experience in both public accounting and private industry where she has gained a broad knowledge base in tax planning and compliance. In her current position, she provides assistance in the areas of tax planning, strategies for saving for education, concentrated equity strategies, and general financial planning. Ms. Gretzschel holds a Bachelor of Science degree in accounting from the University of Missouri–St. Louis.

Brian Rehling, CFA
Co-Head of Global Fixed Income Strategy,
Wells Fargo Investment Institute

In his role, Mr. Rehling focuses on global fixed-income asset allocation, strategy guidance, and the interest rate outlook. He has extensive investment strategy experience and has spent more than 17 years in leadership roles at Wells Fargo Advisors and predecessor firms working with retail, high-net-worth, ultra-high-net-worth, and institutional clients. He earned a Bachelor of Science in Business Administration with a focus in Finance from the University of Missouri and is a CFA® charterholder.

Sameer Samana, CFA
Global Quantitative and Technical Strategist,
Wells Fargo Investment Institute

Mr. Samana produces investment advice with a primary focus on tactical asset allocation, portfolio construction, and technical analysis. Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass ETF portfolios, and fixed income trader. He has more than 15 years of experience in financial services. He earned a Bachelor of Arts in Business Administration with a concentration in Finance from Rhodes College and is a CFA® charterholder.

Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions, or communications made with Wells Fargo Advisors.

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