CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Joint Event with CFA Society Phoenix

Thank you to our sponsor!

Topic: Market Update

Join us for an insightful market outlook session. John Tousley, CFA Goldman Sachs, Global Head of Market Strategy, will provide a macroeconomic perspective on current market conditions and the potential implications of the upcoming midterm elections. This fact-based, non-partisan discussion will explore key economic trends, capital market developments, and considerations for investors.

Speaker: John Tousley, CFA

John is a managing director in the Client Solutions Group within Goldman Sachs Asset Management, serving as global head of the Market Strategy team in Strategic Advisory Solutions. In this role, he focuses on global capital markets research, macro strategy and implementation. Previously, John was a senior strategist within the Goldman Sachs Asset Management Retail Distribution Portfolio Strategy Group, where he co-led a team of specialists focused on economic and market strategy as well as client engagement on advanced portfolio construction and implementation issues. Before that, he was a member of the Goldman Sachs Asset Management Fixed Income Portfolio Management team with a specific focus on multi-sector, municipal and short duration
fixed income strategy. John joined Goldman Sachs in 2000 and was named managing director in 2011. Prior to joining the firm, John had nine years of industry experience as an investment professional and portfolio manager. John earned a BA in Economics from Brigham Young University in 1991. He is a CFA charterholder.

RSVP must be received by 12:00 p.m. on Wednesday, October 28, 2026. Registration will close at this time.

By registering for this event, you grant the Central Arizona Estate Planning Council (CAEPC) permission to take photographs or video of you during the event. These images and videos may be used on the CAEPC website, social media pages, and/or in newsletters for promotional purposes. Please note that Insurance CE credits are not available for Zoom participants. Zoom participants can still earn CFP and ABA credits by notifying CAEPC, but insurance CE credits will not be offered for the virtual format.

Guest Cancellation Policy: Cancellations received at least seven (7) business days prior to the program are eligible for a refund, less a $15.00 administrative fee. Cancellations received after the deadline are non-refundable, as meal and event commitments have been finalized with the venue. Registrations may be transferred to another attendee upon advance notice to CAEPC.

Dinner Menu

SALAD

Autumn Green Salad (vegan): Baby Kale, Rocket Arugula, Roasted Squash, Dehydrated Apples, Cranberries, Candied Pecans, Apple Cider Maple Vinaigrette

ENTREE (Regular or Vegan)

Cider Brined Chicken: Brown Butter, Sweet Potato Puree, Roasted Brussel Sprouts, Mushroom Sage Reduction 

Maple Roasted Butter Nut Squash Steak (vegan): Sweet Potato Puree, Roasted Brussel Sprouts, Mushroom sage Reduction

DESSERT

Apple Crisp (vegan): Oat Streusel, Salted Caramel

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Thank you to our sponsor!

Attendees understand and agree that their contact information may be shared with the event sponsor(s).

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.

Attending without a reservation? Please read this.