Afternoon Edition

Roosevelt Investments to host Update

Foundation Partners why I partnered

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 Thursday, October 14, beginning at 12 Noon Eastern Time.

The topic will be “Short-Term Turbulence but Medium-Term Optimism:  Our Thoughts Into Year End”

John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senior Portfolio Manager, will sit down to discuss:

  • Disruptive Impacts: chaos in China, and other concerns for investors
  • Game of Chicken: legislating fiscal policy in the U.S. Congress
  • Prepare for Normalization: higher rates, slower growth, and Washington gridlock

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 Roosevelt Investments will send an email with a link to the video recording.

About Roosevelt Investments

Roosevelt Investments is a 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 homeowners with financial, estate, retirement, succession, and exit planning services.

Enter your e-mail below to join the 2,370 others who receive Funeral Director Daily articles daily:


 

Print Friendly, PDF & Email
WilbertSize2

Leave a Comment

Your email address will not be published.