Event Details

Generally, the GVHRA meetings are held according to the following schedule; however, please refer to the specific meeting flyer sent via email from the GVHRA President as dates/times/locations are subject to change.

11:15 a.m.—11:30 a.m.: Registration
11:30 a.m.—Noon: Lunch
Noon– 1:00 p.m.: PRESENTATION

BIO of Presenter: 

After serving four years as a United States Army Infantry officer, Ed began his financial services career in Seattle in 1991, becoming insurance licensed that year. In 1993 he passed Series 7 Securities (or stock broker’s) licensing exams and then spent the next three years completing the coursework to become a Certified Financial Planner™ earning the CFP designation in 1996 after passing the national board certification exams. A retirement and asset management specialist, Ed works extensively with retired people and those planning their transition to retirement.

Ed channels his insatiable curiosity into diligent and ongoing research, to develop a detailed comprehension of complex topics. He has a passion for translating those concepts into simple terms for laypeople to understand. Ed currently teaches investing and financial planning for Montana State Extended University and has also taught for the Washington State Department of Retirement Systems for public employees and the Experimental College at the University of Washington.

Ed holds a bachelor’s degree in history from the University of Vermont. Having spent seven years living in Europe and Latin America, he is fluent in both German and Spanish. He has been active in the soccer and ice hockey communities as an athlete, board member and youth coach. The best thing he’s done for himself is marry his wife of more than 25 years with whom he’s raised two wonderful daughters. They live in Bozeman where they enjoy exploring Montana’s wild places under backpacks, in a canoe or raft and with fly rod in hand.

Presentation Description: 

Why Many Employer Sponsored Plans May Be Unprepared to Meet Current Long Term Investment Trends.

We are nearing the end of a forty year interest rate cycle coinciding with U.S. stocks priced at some of the highest valuations of all time. This may mean that holding a standard stock and bond portfolio is unlikely to produce returns in the next ten years similar to what it has produced in past decades. And many plans that I see offer few if any investment alternatives.

I will draw on data from the Federal Reserve Economic Data (FRED)  website, Advisor Perspectives charts and analysis as well as nearly thirty years of reading and research on the topic of financial markets from many different sources.

To make a reservation, please click on the "Reservations" tab on the website, then search for the appropriate meeting date.  The location requires a 48 hours confirmation of attendees for catered events; therefore, reservation links are active two weeks prior to the event and close the Monday prior to the event.  Also, let us know when you RSVP if you will need any accommodation.

RSVPs help the GVHRA board, presenter, facility and caterers to accommodate all attendees.  Members who make a reservation and DO NOT attend will be charged.  Additionally, copies of presentation materials and food may not be available for those who do not RSVP.