Monthly Teleconference Series

Welcome to our Monthly Teleconference Series


Featuring:

Christopher P. Yalanis, CFP® MBA
Managing Director - Investments
Branch Manager
Senior PIM Portfolio Manager

During the conference call Chris will discuss the economy, investment markets, and other relevant financial issues that affect our portfolio strategies and thus, our financial lives. Chris will provide current information about market events and describe their potential impact. In addition to the information discussed, at appropriate times of the year Chris will enhance the calls by providing relevant information such as IRA contribution strategies**, gifting strategies, and much more.

Friends or guests are welcome to join the call if they live in one of the following states: * AR, AZ, CA, CO, CT, FL, HI, IL, IN, LA, MA, ME, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT


Contact Darcy Coyle, Senior Registered Client Associate with questions:

401-848-3010 • 888-848-9738 • darcy.coyle@wellsfargoadvisors.com 


UPCOMING TELECONFERENCE DATES: 12:00pm and 7:45pm

  • Wednesday November 8, 2023

  • Wednesday December 6, 2023

  • Wednesday January 10, 2024

  • Wednesday February 7, 2024

  • Wednesday March 13, 2024

  • Wednesday April 17, 2024

  • Wednesday May 15, 2024

  • Wednesday June 12, 2024


Conference Call Number: 1-800-857-6000
Conference Code: 504 801 6768


Please call 5 minutes before the start time. Enter the conference code and state your name.
The call is 10-15 mins long followed by Q&A. If you have a particular topic you would like to discuss or learn more about, please call or email your question or issue, in advance, so Chris can address it during a call.



** Wells Fargo Advisors does not render legal or tax advice**

We start with your life, and plan around it.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, FL, HI, IL, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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