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WATCH THE WEBINAR

State of the Economy and Financial Markets Update

Featured Speakers

Headshot of Simeon Wallis

Simeon Wallis
Chief Investment Officer | Partner
APRIO WEALTH MANAGEMENT, LLC

Headshot of John Lutz

John Lutz
Advisor, Retirement Plan Services
APRIO WEALTH MANAGEMENT, LLC

You’re invited to attend Aprio’s Second Financial Wellness Webinar of 2026: State of the Economy and Financial Markets Update! Join Aprio’s Retirement Plan Advisor, John Lutz, and Aprio’s Chief Investment Officer, Simeon Wallis, on June 24 at 12pm (ET) as they discuss the following topics:

  • The state of the economy
  • The state of the financial markets
  • Best practices for investing in 2026
Why Attend?
  • Make a choice to be informed on the status of today’s economy
  • Gain insights into the current state of the financial markets
  • Walk away with investing best practices in 2026
  • This is your opportunity to be informed of financial market changes as well as to have your questions answered in real time.

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“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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