Artificial Intelligence: Future or Hype?

Wednesday, May 8; 4:00 p.m. PST

There has been a lot of hype around Generative AI and whether it represents the next major computing platform shift and a trillion-dollar investment opportunity. Join us to learn more about this hot topic from George Russell, past Summit Symposium speaker and Institutional Portfolio Manager for Franklin Templeton Equity Group.

Topics covered will include:

• The massive growth opportunity in Generative Artificial Intelligence
• How to invest in AI
• Impact of AI across the technology sector
• Impact of AI across other areas of the economy, including healthcare, industrials, consumer, and financials
• Risks

Register for the webinar here.

Speaker Bio

George Russell, CFA

George Russell joined the Franklin Equity Group as an institutional portfolio manager in 2010. As a member of the U.S. Growth Equity Team, his primary responsibility is to represent the team and communicate the investment philosophy, process, and current strategy to domestic and international clients, as well as external gatekeepers and decision makers.

Mr. Russell has over 27 years of investment experience. He spent 11 years at McMorgan and Company where he served as an equity portfolio manager and co-director of the equity group. More recently he worked at American Century Investments as a client portfolio manager covering quantitative equity and asset allocation strategies.

Mr. Russell earned his B.S. in Business Administration from the University of Arizona and his M.B.A. from the Fuqua School of Business at Duke University. He holds the Chartered Financial Analyst (CFA) designation.

Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Whether you plan to retire 20 years from now or have just recently retired, the information you’ll learn in this class can deliver rewards throughout your lifetime.

Registration is now open for our two-session Retirement Planning Today workshop. Classes are available January through May. Reserve your seats for the following locations:

North Idaho College
901 River Avenue, Coeur d’Alene, ID 83814
Thursdays, April 25 & May 2, 6:30 p.m. – 9:00 p.m.
Course ID: DBHNT1
Register Here!

Pleasanton Senior Center
5353 Sunol Blvd, Pleasanton, CA 94566
Thursdays, May 9 & 16, 6:00 p.m. – 8:30 p.m.
Tuesdays, May 14 & 21, 6:00 p.m. – 8:30 p.m.
Course ID: B22P31
Register Here!

Second Saturday Divorce Workshops

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. 

This workshop run by an attorney, a therapist, and a financial advisor will touch on the legal, emotional, and financial topics involved with divorce. Discussions will include issues and challenges that everyone considering or going through a divorce should understand. Come educate yourself and explore various options available to you as you work toward building a strategy for future emotional and financial success. 

Visit our Second Saturday website to learn more.

Upcoming 2024 Dates

• May 4th (1st Saturday of the month)
• June 1st (1st Saturday of the month)
• September 14th
• October 12th

(subject to change, please confirm on registration link)

Workshop Time: 9 a.m. – Noon

If you have any questions about the workshop, please email [email protected] or call 925-866-7800.

Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.