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2Q25 IMM Luncheon

  • Event Date: May 8, 2025
  • Starts at: 11:30 AM – Ends at: 1:00 PM

Choose the Strategic Income Group Office Nearest You

Seating for our in-person event is limited, so we recommend reserving your spot early. Prefer to attend virtually? Join us online with unlimited availability via our Microsoft Teams link.

Event Topic: Other

You’re invited to gain clarity on your investments and the markets — and this quarter, we’re doing something even more exciting.

Please join us for our 2nd Quarter 2025 Investment Strategy Luncheon, now featuring LIVE sessions at BOTH of our locations — together — powered by our new advanced technology.

Come experience our state-of-the-art setup firsthand while hearing directly from our Investment Committee about what’s driving the markets and how we’re positioning portfolios.

Can’t make it in person? No problem — you can still join us live virtually via Microsoft Teams at the scheduled time.

What to Expect

Each quarter, our Investment Committee conducts in-depth research on the economy, markets, and our portfolios — so you don’t have to. This session is your opportunity to get a behind-the-scenes look at what we’re doing on your behalf, and why.

This is always a valuable and insightful event — now enhanced by our cutting-edge tech experience. We encourage all clients and friends to attend. Please remember to RSVP, as seating is limited.

Strategic Income Group – Chandler Office

12

Strategic Income Group – Peoria Office

12

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  • Date: May 8, 2025
  • Starts at: 11:30 AM – Ends at: 1:00 PM

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SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.
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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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