We invite you to a web event specially designed for our current clients
regarding investments held at SEI Private Trust Company.
When & Where:
August 23rd, 2023
6:00PM Pacific Time
Online Web Event
Register below to receive your unique link to join!
What We Will Cover:
- 2023 Economic Updates
- Market Updates - Importance of Diversification - Questions & Answers
SEI Speaker: Matt Potter
Matt Potter, CFA
Director, Investment Services
This is a complimentary, no obligation web event.
We invite you to share this event with friends who you feel may benefit from the services offered at Chatterton & Associates.
For more information, please call (714) 512-3600.