Description
Turns in the Road: Navigating Today’s Changing Markets
A Lunch & Market Update with Paul Peterson of First Trust
Markets rarely travel in a straight line. Changes in interest rates, inflation, government policy, market leadership and the economy can create uncertainty—especially for investors who are retired or approaching retirement.
Please join Momentum Wealth for lunch and an informative discussion with Paul Peterson, Vice President with First Trust, as he shares historical perspective on how markets have navigated periods of change and what investors can learn from the “turns in the road.”
Paul will explore several of the issues shaping today’s investment landscape, including market concentration and breadth, the history of bull and bear markets, inflation and interest rates, and the relationship between Washington and the financial markets. The goal is not to predict the next turn, but to provide perspective that can help investors stay focused on their long-term financial goals. The First Trust presentation itself emphasizes maintaining a long-term perspective rather than attempting to predict individual good and bad market days. Turns in the Road 3-31-26 WITH …
Paul has more than 20 years of financial-services industry experience and provides financial professionals with economic and market commentary and portfolio analysis. He is a graduate of Loras College with degrees in Mathematics and Education. Peterson Paul-bio-100426
Wednesday, October 15
Gio’s Deli | Oxford, Florida
Arrival & Check-In: 11:30 a.m.
Lunch & Presentation: 12:00 noon
Program concludes by 1:30 p.m.
Seating is limited to 30 guests. Reservations are required.
This event is intended for educational purposes only and is not intended to constitute investment advice or a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. Turns in the Road 3-31-26 WITH …
Paul Peterson and First Trust are not affiliated with or endorsed by LPL Financial or Momentum Wealth.
Date and Time
Thu, Oct 15, 2026
11:30a - 1:30p EST
Location
Gio's Deli
Note
Seating is very limited and reservations are required. This event is expected to fill quickly, so please RSVP early to reserve your seat. If you need directions, have questions about the location, or need to cancel your reservation, please call Momentum Wealth at (352) 415-0002. If your plans change, we kindly ask that you let us know so we can offer your seat to another guest.