Blue Ridge Wealth Lunch & Learn

Wednesday, July 22, 2026 at 11:00 AM EDT
Location

Blue Ridge Wealth Planners Office

9725 Cogdill Rd, Suite 101

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About this Seminar
Join the team at Blue Ridge for an engaging quarterly discussion covering the latest macro-economic developments, market performance, and key trends shaping the investment landscape. Over lunch, we’ll share our perspective on the past quarter, discuss what may lie ahead, and answer your questions in an open, conversational setting.
Each quarter brings new developments that can impact investors, businesses, and households alike. During this Lunch & Learn, the team at Blue Ridge will break down the quarter’s most important economic and market events in a clear and practical way. Topics may include: Economic trends and Federal Reserve activity Equity and fixed income market performance Inflation, interest rates, and consumer sentiment Global events impacting markets and investors Blue Ridge’s outlook for the quarters ahead Whether markets have been calm or volatile, this session is designed to provide perspective, context, and actionable insights in an approachable environment. Lunch will be provided, with time for discussion and Q&A throughout the presentation.

Reserve Your Seat

Important Registration Requirement: Submitting this form does not guarantee entry. You must confirm your attendance when a representative contacts you prior to the event.

Meet Your Instructor

Joseph Haas, CFA

Joseph Haas, CFA

Hailing from Franklin, Tennessee, Joe is a CFA Charterholder and holds an MBA in Finance from DePaul University’s Driehaus College of Business as well as a BS in Finance from Marquette University. He joined Great Valley Asset Management as a Portfolio Manager in July 2025, bringing extensive experience in investment management, asset allocation, and retirement planning.