Exploring Sector Strategies: A Vision Solved Workshop on Tech & Health

In today’s fast-moving market, it can be challenging to separate useful insights from daily noise. Join Wealth Advisor Daniel Yee and presenter Tegan Call of T. Rowe Price for an educational lunch-and-learn style workshop and webinar focused on investing in the healthcare and technology sectors.

Tegan will provide insights into how T. Rowe Price approaches sector-based investing and how these strategies may complement a diversified, long-term portfolio.

This session will cover:

• Current trends in healthcare, biotech, and life sciences
• Innovations and growth themes in communications and technology
• Long-term investment principles amid market volatility
• Behavioral patterns that may influence investor decision-making
• Considerations for incorporating sector exposure in portfolio planning

Daniel Yee has been helping clients explore retirement planning strategies since 2000, bringing clarity and thoughtful insight to the process.

📍 Attend in person or online. Lunch provided for in-person guests.
👉 Seating is limited—register today to secure your spot at this timely and informative event.

INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.

Info: Lunch will be provided for all in-person guests.

Info: Tegan Call will provide insights into how T. Rowe Price approaches sector-based investing, with a focus on strategies within the healthcare and technology markets. Her presentation will highlight key themes, industry trends, and considerations for long-term portfolio planning.

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