Registration link: https://SFO2025investorday.rsvpify.com
Stenger Family Office is pleased to present our most anticipated event of the year, 2025 Investor Day. This year’s investor day will start on Thursday, November 7th and end on Friday, November 8th, 2024 in Downtown Naperville, IL. Guest are invited to attend the entire conference or on an a-la-carte basis.
This Year’s Guest Speakers:
Dr. Ed Yardeni - President, Yardeni Research
Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of independent global investment strategy research. In his publications, Dr. Yardeni explores trends in the economy and financial markets which are vital to a broad spectrum of investment decision makers. Dr. Yardeni previously served as Chief Investment Strategist for Oak Associates, as Chief Investment Strategist and a Managing Director of Prudential Equity Group, as Chief Investment Strategist for Deutsche Bank, and Chief Economist for C.J. Lawrence, Prudential Securities, and E.F. Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the U.S. Treasury Department in Washington, D.C. Dr. Yardeni completed his doctoral dissertation under Professor James Tobin, a Nobel Laureate, at Yale University. Previously, he received a Masters degree in International Relations from Yale. He completed his undergraduate studies magna cum laude at Cornell University. Dr. Yardeni has published articles in The Wall Street Journal, The Financial Times, The New York Times, and Barron's. He has appeared on numerous television and radio business and financial programs. Many of the world’s top institutional investors subscribe to Dr. Yardeni’s investment strategy service, which is available at www.yardeni.com.
Andrew Opdyke, CFA - Economist, First Trust Portfolios
Andrew is an Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. Out of a panel of over 100 economists, investment strategists, and housing market analysts, the First Trust Economics Team was awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics in 2012, 2013, 2014, and again most recently in 2015 for accurate home price predictions. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by advisors with colleagues or clients.* Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.
Stenger Family Office is a fiduciary wealth management firm with offices in Spring, TX and Naperville, IL. Since 1981, the Stenger family has advised over 300 families from ExxonMobil across the country during and leading up to retirement. As a multi-family office, we also offer in-house tax preparation and estate planning strategies.
Event Agenda:
Thursday, November 7th, 2024
5:30pm-9:30pm - Guests arrive at hotel, cocktail reception @Naper Settlement’s Innovation Gateway
Friday, November 8th, 2024
8:00am-8:45am - Breakfast @Hotel Indigo, Naperville
9:00am-2:00pm - Presentations
11:30-12:30pm - Lunch @Hotel Indigo, Naperville
2:00pm - Closing Remarks
Stenger Family Office can assist with the following:
- Retirement planning
- Lump sum vs. annuity analysis
- Voya 401(K) rebalancing & investment strategy
- Restricted Stock Units (RSUs)
- Net Unrealized Appreciation analysis (NUA)
- Roth IRA conversions
- Tax planning & preparation
- Estate planning: including wills & trusts
- Education planning
Stenger Family Office is a Registered Investment Advisor (RIA) firm, regulated by the SEC. This webinar should not be construed as individual investment advice. Individuals should consult with their own personal financial advisor before making any changes to their financial plans. Stenger Family Office is not a tax advisor. All tax advice is rendered through Stenger Tax Advisory, LLC, a licensed Illinois accounting firm. Stenger Family Office does not provide legal advice. Stenger Family Office financial advisors refer clients to Legacy & Life Law Firm, an Illinois licensed attorney. Stenger Family Office and its representatives do not receive compensation from Legacy & Life Law Firm.
Stenger Family Office LLC
Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431