Roosevelt Investments, a wealth management firm with 50 years of experience working with funeral and cemetery professionals, will host its next live video call on Monday, July 19th at 12pm (ET).
John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senior Portfolio Manager, will sit down to discuss:
- Reopening: driving economic activity, corporate earnings, and market returns
- Inflation: the great debate, and the Fed reaction function
- Washington: advancing plans to tax, spend, and regulate
John and Jason will also answer registrants’ questions live.
The video call will be moderated by Sean Sokolowski, Senior Wealth Advisor in Roosevelt Investments’ Wealth Management Group, and will be hosted on the Zoom Webinar platform. Click here to register. Can’t attend live? Register anyway, and we will send an email with a link to the video recording.
About Roosevelt Investments
Roosevelt Investments is a boutique wealth management firm located in Midtown Manhattan with 50 years of experience providing comprehensive financial planning and asset management services to cemeteries, funeral homes, and their owners. The firm offers investment strategies with a focus on maximizing income and an emphasis on downside protection. In addition to managing perpetual care and preneed trust assets, Roosevelt’s experienced team provides cemetery and funeral home owners with financial, estate, retirement, succession, and exit planning services.
For more information, visit www.rooseveltinvestments.com.