The Impacts of a Softening Economy on Young Professionals
Have you heard rumblings of the "R" word? Recession? Come and hear directly from an economist, a financial advisor, and a banker about what to expect from the economy over the coming months, and how to prepare. They'll cover everything from what happens to interest rates, what the best tools are for saving and investing, how student loan payments fit back into our lives, and more. Following a short presentation from our experts, they'll be ready to answer your burning questions.
We'll hear from John Bellman, Senior Client Advisor with ASI Wealth Management; Chuck Yeaman, Private Wealth Advisor with US Bank; and Nicole Ramos, Regional Economist with the Oregon Employment Department.
Meet Our Speakers
John is a Partner and Senior Client Advisor at ASI Wealth Management, headquartered here in Bend, Oregon. With over a decade of experience, John helps clients dream big and navigate various life events with retirement planning being one of the most common. He specializes in working with business owners, widows or divorcees, and busy executives. He holds a CERTIFIED FINANCIAL PLANNER professional designation and is currently working on his Certified Tax Specialist designation. As an active member of the community, John serves on the board of the Humane Society of Central Oregon and the Central Oregon Estate Planning Committee. He also is a graduate of the 2019 Leadership Bend class. For fun, he rock climbs, disc golfs, coaches his son's baseball team, and many other outdoor activities in Central Oregon.
Nicole S. Ramos is the Oregon Employment Department’s new Regional Economist for Central and South Central Oregon. In this role, she focuses on data analysis, research, and writing about labor market issues affecting workers and employers in the area. She works closely with community partners in an effort to support economic development. Prior to this, she was the Workforce Analyst for the Mid-Valley region.
As a Private Wealth Advisor, Chuck is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Chuck takes the time to understand his clients’ unique needs and directs teams of specialists often working closely with other client advisors, such as attorneys and accountants to provide services that help his clients work toward their goals. Chuck began his career in the banking and financial services industry in 2007. Prior to joining U.S. Bank Private Wealth Management, Chuck worked as a Banker at U.S. Bank Wealth Management. His professional background includes providing banking and credit solutions to affluent and high net worth individuals and families, as well as collaborating with wealth advisors and trust professionals preparing financial plans and relationship management. Chuck is active in his community, serving as a member of the Board of Trustees for Central Oregon Community College Foundation. Chuck resides in Bend, Oregon. When he is not at work, he enjoys fishing, hiking and spending time with family.