Friday, Jan 21, 2022 at 10:00 AM PT
Special guest speaker Michael Townsend, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc., will speak on how policy and political developments in the nation’s capital are affecting markets and individual investors.
Cut through the noise of Washington and find out what matters most to the markets. You can expect to hear about:
• The latest legislation that could affect the economy, taxes, retirement savings; regulatory proposals; and more
• Geopolitical developments and what policymakers may do next
• How the political configuration of Washington has affected markets over time
As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab’s Washington-based political analyst. With more than 27 years of Washington experience, he analyzes legislative, regulatory and political developments to determine how they would affect individual investors, retirement plan participants and investment advisers. Michael is the host of Schwab’s WashingtonWise Investor podcast. He is a featured speaker at dozens of employee, client, adviser and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets. Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. Education M.A., English, George Mason University; B.A., English, Bowdoin College
Tolen Teigen is the Chief Investment Officer of FinDec and holds a number of relevant financial certifications, including CFA, CFP, AIF, C(k)P, ChFC, CASL, AEP and MSFS.
A financial professional for nearly 20 years, Tolen has spent seven years on the FinDec leadership team helping people make sound financial decisions. Tolen takes great pride in helping individuals and families develop financial security so they can focus on their interpersonal desires and goals. Very few financial professionals are both certified financial advisors and certified financial planners. Having both means Tolen brings a diverse background and understanding of how to work with both corporate clients and individual investors.
He has a track record of retaining clients and building on those relationships — clients regularly note that they fully trust him and will follow his advice wholeheartedly.
Michael Edwin Lee is the president and Chief Executive Officer of FinDec and has been employed with the company in some capacity for nearly 25 years. Michael is most passionate about helping clients achieve goals they thought were not achievable. Specifically, he provides the resources to FinDec advisors so they can deliver and help clients reach aspirational financial goals. He loves to mentor people and provide leadership and direction in their careers. Michael’s leadership skills were sharpened through years of serving his country. He obtained the rank of Major, spending 13 years as a military police officer in the United States Army after graduating from college. He also served three years as a civilian law enforcement officer. Michael holds a BS in history from CSU Stanislaus and a Master’s in business and organizational security management. He is passionate about his family and living life to the fullest.
Reach out to us at info@findec.com or call (209) 951.8956 and we’ll help you make an informed decision about what to do next.
