Broker Check
24 April
Monarch Wealth Insight Summit 2026

Description

You’re invited to a private webinar focused on navigating today’s markets with clarity and discipline.

In today’s environment, where headlines, policy shifts, and market swings can create uncertainty—having a clear framework matters more than ever.

Join Shawn McElderry, Founder & CEO of Monarch Wealth, alongside special guest Kezia Samuel, Chief Market Strategist at AssetMark, for a focused discussion on how experienced advisors are helping clients navigate these conditions.

This session is designed for individuals and families who want a more thoughtful, disciplined approach to managing wealth—especially during uncertain times.


What You’ll Learn

Where markets stand today—and what’s driving them
A clear breakdown of current economic conditions and what investors should realistically be paying attention to.

How disciplined strategies are applied in real client portfolios
Insights into how risk is managed, portfolios are structured, and long-term plans stay on track.

What actually matters (and what doesn’t)
Cut through the noise with practical guidance designed to help you make more confident financial decisions.


Why Attend

At Monarch Wealth, we believe in helping individuals make informed decisions through education—not pressure. This webinar is an opportunity to experience that approach firsthand.


⚠️ This is a small, limited-attendance session to allow for a more focused and valuable experience.

Date and Time

Fri, Apr 24, 2026

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H

Event Registration

Will you be able to attend this event?