Financial Wellness Lunch & Learn: Navigating through the Current Market

Our partners from Merrill Lynch return for our next financial wellness virtual lunch & learn, Wed. May 21, 12:30 p.m. on Teams, to provide insights into the current market dynamics, how we’re positioned across the platform, and what this means for your investments.

We will discuss the following key points:

• How tariff risks are fueling volatility and raising uncertainty
• Global opportunities beyond index-heavy, tech-dominated strategies
• Gold, bonds, and portfolio ballast in volatile environments
• Diversification as both defense and offense in volatile market
• What does this mean for my 401k and steps to take now to prepare for retirement

For attending you will earn 4 Wellness University credits. View our events calendar to learn more about all our Wellness University events, offerings and workshops. Explore our many resources on Wellness University’s Programs & Resources page.

When: Wed., May 21, 12:30 p.m.

Where: Teams