Mid-Year Market Update Dinner @ Morton's in Reston, VA!

Aug 17, 2021
Frederick Baerenz

AOG Wealth Management Presents

First Trust Mid-Year Market Update

Tuesday, September 14th
Seating 6:00 PM 
Presentation 6:30 PM

Morton’s Restaurant
11956 Market St, Reston, VA

LEARN ABOUT:

  • Have questions about President Biden’s Tax Plan? 
  • Wondering how this will potentially affect the economy, estate planning, and investments? 
  • This economic update can answer your questions. 


All Clients & Guests are Welcome. If you have a guest whom you think may be interested in attending this event, we encourage you to invite them!

Robert Stein, CFA, Deputy Chief Economist 


Bob is Deputy Chief Economist. He is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries. 


Prior to joining First Trust, Bob was Assistant Secretary for Economic Policy at the U.S. Treasury Department. While there, Bob was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments and formulating policy proposals. Day to day, he was responsible for leading a team of twenty economists conducting in-depth economic analysis and research. 


Bob received a BA in both Economics and Government from Georgetown University. He is also a CFA Charterholder.

2021 Seminar Schedule

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