State of the Markets Roundtable Conference Calls**Join Darrell Cronk, Chief Investment Officer for Wealth and Investment Management, as he hosts a roundtable discussion with senior strategists for clients and investors. The calls are the second Wednesday of each month:
2025 Schedule:
Jan. 8 | Feb. 12 | Mar. 12 | Apr. 9
May 14| June 11 | July 0 | Aug. 13
Sept. 10 | Oct. 8 | Nov. 12 | Dec. 10
Time: 4:15p ET |3:15p CT |2:15p MT |1:15 p PT
Dial-in: 877-601-6604
Contact Heather Gravelle at 704-341-4859 for passcode.
Investing with Confidence Workshop Series:
- Your Self-Assessment in 3 minutes or less
- Developing Your Game Plan
- The Fundamentals of Investing
- A Clear View to Retirement
- 5 Questions You Should Answer Before you Retire
Contact Heather Gravelle at (704) 341-4859 for details.
Financial Education 101:
Visit our online educational pieces at
www.wellsfargoadvisors.com/wim/fin-ed/financial-education.htm
**Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Opinions represent WFII’s opinion as of the date of this call and are for general information purposes only and are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. WFII does not undertake to advise you of any change in its opinions or the information contained in this call Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
The information contained in the call constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This call is not intended to be a client-specific suitability or best interest analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use this call as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.
Wells Fargo Wealth & 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 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.
