Economic Forum

  • 02/25/2021
  • 3:00 PM - 4:00 PM
  • via Webinar

Registration

  • Please login to your IWF NorCal account to register
  • For members of IWF Alabama, IWF Arizona, IWF British Columbia, IWF Colorado, IWF Connecticut, IWF Oregon, IWF Southern California, IWF Washington (registration code required)

Registration is closed

Economic Forum
with Special Guest Liz Ann Sonders and IWF NorCal Member Heather Pelant


Thursday, February 25, 2021
3:00 - 4:00 PM (Pacific)


Join us as we welcome special guest Liz Ann Sonders, Senior Vice President and Chief Investment Strategist of Charles Schwab for an economic forecast discussion. Through an interview with IWF NorCal member Heather Pelant, Partner at Baker Street Advisors, Liz Ann will share her perspectives about current economic events and the impact on the markets and interest rates.  

Questions Liz Ann will discuss include the following:

  • Is the stock market as disconnected from the COVID economy as is generally perceived?
  • Will the COVID vaccine represent a significant turning point for the economy in 2021; and
  • What long-term trends have emerged from the pandemic?


Attendees will also be able to participate in a Q&A session.

Date: Thursday, February 25, 2021

Time: 3:00 - 4:00 pm (Pacific)

Location: via Webinar

Cost: Free, but registration is required

Speaker Bios:  

Liz Ann Sonders
As Chief Investment Strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab’s clients. The output of Liz Ann’s work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab’s publications and the keynote speaker at many of the company’s corporate and client events, as well as a keynote speaker at many outside conferences. Read more. 

Heather Pelant is Partner at Baker Street Advisors in San Francisco. In addition, she is co-Founder of Project Worth, an initiative focused on improving women's confidence around money and wealth management. Prior to joining Baker Street Advisors, Heather served as BlackRock's Head of Direct and Personal Investing business. She holds the certified financial planner designation. Heather is a member of the IWF NorCal Board of Directors.


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