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  • 2/2/23 TVEPC General ZOOM Program

2/2/23 TVEPC General ZOOM Program

  • Thursday, February 02, 2023
  • 5:30 PM - 7:00 PM
  • ZOOM


  • Not a Member of the Tri-Valley Estate Planning Council? Please feel welcome to guest up to 2 times to any of our fiscal year events.
  • Active Member of the Tri Valley Estate Planning Council

Registration is closed

PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

February 2, 2023

"Through the Looking Glass"

Presented by: 

William Ryan

Exchange Bank

A Special Thanks to Our Event Sponsor:

Cynthia L. M. Brown, Certified Public Accountant
4695 Chabot Drive, Suite 200
Pleasanton, CA 94588

ph: (925) 461-1944


Interested in Sponsoring an Upcoming TVEPC Event? CLICK HERE

ZOOM Webinar

February 2

5:30pm - Webinar Opens followed by 

20 minutes of networking

5:50pm - Sponsor talk

5:55pm- Speaker Program

7:00pm- Webinar Concludes


Members - $20

Guests - $30

ZOOM Link will be included in

your confirmation email after

you register


Join Us February 2

from 5:30pm - 7:00pm

Presentation Summary:

An examination of economic and market trends that dominated 2022. Review of current investor expectations for the economy and markets 2023, and risks to those expectations.

About Our Speaker:

William Ryan is a Senior Investment Officer with Exchange Bank working with high-net worth families, foundations, and trusts.

He brings over 30 years of experience in the investment services industry. Prior to joining Exchange Bank, Mr. Ryan was a Senior Investment Strategist at Comerica Bank working with high-net worth families. He was also a member of the Investment Policy Committee that determined asset allocation for client portfolios across the bank.

He also served as the co-manager of Comerica’s Large Cap Core equity strategy, and as the energy sector analyst for all of the bank’s proprietary equity strategies.

He began his career as an independent options market maker on the Pacific Stock Exchange.

Mr. Ryan holds a bachelor’s degree in Economics and Philosophy from Boston College.

Learning Objectives

  • An understanding of what happened in the economy and markets in 2022
  • What the current outlook is for 2023
  • What are the risks to the current outlook?

A Very Special Thanks to our Member Supporters

Denise Chambliss
Hoge Fenton Jones & Appel

Kelly Hayes 
Lucky Fiduciary Services

Heather Hamilton
  Fiduciary Accounting Services, LLC

Gabriella Odell, Esq.
Odell Fiduciary

Jennifer Thaete
Law Office of Jennifer Thaete, PC

Ellen Torres
Johnston, Gremaux & Rossi, LLP

Mark Unger
MSU Fiduciary Partners

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org

TEL: (925) 778-1165  •  FAX: (925) 778-1163  •  EMAIL: TriValleyEPC@gmail.com  
P.O. Box 948 Clayton, CA 94517

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