June General Meeting -  Managing Finances in a Complicated Economy

As we exit the pandemic, rising interest rates, inflation, and global economic disruptions are all causes for concern among consumers and businesses as they plan their financial futures. In these complicated and quick-changing times, what can be done to ensure you are making the best financial decisions possible? Join Alerus experts Paul Dadlez and Travis Hook for a timely discussion of current economic conditions and their potential impacts to investments, retirement savings, and financial planning.

This session will be hosted VIRTUALLY via ZOOM.

Speaker bios:

Paul Dadlez is a lead financial advisor and wealth advisory services director at Alerus. He joined Alerus in 2013 and specializes in providing comprehensive wealth management services for individuals and institutional clients, including private banking, personal trust, and financial planning guidance. Paul practiced law for six years before entering the financial industry, where he found a passion for helping clients plan for and achieve long-term financial wellness. He devotes his spare time to various community activities and currently serves on the board of directors for Friends of the Saint Paul Library Foundation and on the Hamline University board of trustees.

Travis Hook is a senior equity analyst at Alerus. He joined Alerus in 2017 and has more than a decade of experience in the investment industry, with expertise in the technology and consumer sectors. He is also experienced in asset allocation and macroeconomic issues relative to financial advisory. He assists in the management of equity investments for Alerus clients and is responsible for stock research and selection. In his spare time, he serves as a member of the investment committee for the Big Shoulders Fund, a Chicago-based charity designed to offer financial support to low-income Catholic schools throughout the city.