Events Information

Please join the Council for a panel presentation by two CFA leaders in San Diego: Will Beamer of Dowling & Yahnke and Carolyn Taylor of Weatherly Asset Management.

They will cover Investment Themes and Planning for 2022, including:

• Central Bank Tightrope: What the Fed Will do to Balance the Economy Against the Threat of Inflation;
• Digital Revolution: How it is Impacting the Markets;
• Real Returns and Dividends: The Impact on Your Overall Portfolio; and
• Durable Growth: Addressing the Many ills of the Economy Today Such as Supply Chain Issues While Taking a Long-term View of the Economy.

Carloyn P. Taylor, CFA, is President of Weatherly Asset Management, L.P.
832 Camino Del Mar, Suite 4
Del Mar, CA 92014
p: (858) 259-4507
f: (858) 259-0782
[email protected]

Will Beamer, CFA, CFP is President, Chief Investment Officer, and Principal of Dowling & Yahnke
12265 El Camino Real, Suite 300
San Diego, CA 92130 
p: (858) 509-9500 x115
f: (858) 509-9520
www.dywealth.com

Thank you to our generous meeting sponsor and council member:

James F. Thomas, Jr. (Buddy)
President, Chief Planning Officer

Superior Planning, Inc.
9820 Willow Creek Road, Suite 105
San Diego, CA 92131
P: 858-546-1046
F: 858-546-8334
[email protected]
www.superplan.com
www.widowsbridge.com