Afternoon Edition

Roosevelt Investments provides timely webinar

Foundation Partners why I partnered

It doesn’t matter where you are on the death care employment scale — whether being a supplier, a funeral home owner, an employee, or even a retired person from the profession, virtually everybody has a retirement account and wants to be informed enough to make the proper decisions for its growth.  We are fortunate to have one of Funeral Director Daily’s sponsors, Roosevelt Investments, be involved in analyzing what is happening with market conditions and where they believe the proper investment vehicles can be found in changing marketplaces.

On Thursday, July 21, Roosevelt Investments is planning and producing a webinar entitled, “Battening down the hatches in a slowing economy”.  It will be led by the company’s Chief Investment Officer, John Roscoe, CFA, and the company’s Senior Portfolio Manager, Jason Benowitz, CFA.  The session will be moderated by Sean Sokolowski, Senior Wealth Advisor, and will be hosted on the Zoom Webinar platform.

The seminar (webinar) will prioritize the following topics:

  • Recession: Likelihood, Timing and Severity
  • Investing in a Late Cycle or Recessionary Environment
  • Why Stay Invested?

The seminar (webinar) is meant to be interactive and the presenters will be answering questions live from the registrants.

For more information and to register click here.  If you cannot view the webinar live, consider registering anyway because then you have the ability to watch it later on your own time.

The webinar comes on the heels of a Roosevelt Investment Insight article entitled “Battening down the Hatches” that was published on June 13, 2022.  You can read that article by clicking here.

To subscribe to Roosevelt Investment Insight articles click here.

For funeral home, cemetery, and individual investor solutions from Roosevelt Investments click here.

About Roosevelt Investments:  The Roosevelt Investment Group, LLC traces its roots back to 1971, when President Theodore Roosevelt’s cousin, P. James Roosevelt, started the investment firm P. James Roosevelt, Inc., focused on endowments and high-net-worth individuals. P. James Roosevelt’s earliest clients included several members of the Roosevelt family, Youngs Memorial Cemetery, where Teddy Roosevelt is buried, as well as the Theodore Roosevelt Association.

Today, the company continues to manage money for several members of the Roosevelt family and the Theodore Roosevelt Association, as well as many other individuals, families, and various institutional clients. They also specialize in serving the funeral service profession, with over 50 years of experience working with funeral homes, cemeteries, and their owners and operators.

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