Economic Update
Elizabeth K. Jones
BMO Wealth Management
Thank you to our sponsor
1.0 CLE general credit | 1.0 CFP CE approval pending | CPA CPE certificates provided
7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program
This presentation will provide an overview of current financial market conditions and what they may mean for the investment landscape heading into 2026. We will look at the major economic forces shaping markets and consider how the factors influence the risk and opportunity. The goal is to frame key themes investors should watch closely and provide a helpful foundation for thinking about the year to come.
Elizabeth Jones is the Regional Director for the Illinois Market with BMO Private Bank Elizabeth oversees the Illinois region, managing 15 portfolio managers across five markets. She leads the development and delivery of customized investment management and advisory solutions for high-net-worth individuals, families, and organizations, including endowments and foundations, throughout the Chicago and Suburban Illinois regions. Elizabeth joined the organization in 2021 and brings over 24 years of experience in the financial services industry.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
PCAM 668540
