Check back soon for upcoming events.
June 26, 2018
Our entertaining and informative late afternoon event will feature two distinguished speakers: John Lynch, Executive Vice President and Chief Investment Strategist at LPL Financial and Greg Valliere, Chief Global Strategist at Horizon Investments. Our featured speakers will join your host, Frank Fantozzi, in providing investors, business leaders, and taxpayers with in-depth analysis and keen insight on the key factors that will impact your business, tax strategies and investment decisions in the coming months. Our speakers will answer your questions about the potential impact of tax reform and trade policies on the domestic and global financial markets; and share their outlook and perspectives on the economy, financial markets, business climate and political landscape in 2018.Learn More
May 24, 2017
Bring a guest(s) and join us for this entertaining and informative late afternoon event featuring two distinguished speakers: Emily R. Roland, CIMA®, Head of Investment Research at John Hancock Investments and Eric Embacher, Visitor Experience Program Manager at Destination Cleveland. Our featured speakers will join your host, Frank Fantozzi, in providing investors, business leaders, and taxpayers with keen insight on how the new White House administration is reshaping the financial, political, economic, and tax landscapes, and how unprecedented new development is driving tourism and business growth throughout the Greater Cleveland area.Learn More
November 9, 2016
You and a guest are invited to join us for an exclusive, one-time educational event featuring our dynamic guest speaker and Chairman Emeritus, Dallas Chapter of the Alzheimer’s Association, Jack Broyles of Jack Broyles and Associates. Jack has created a very compelling and powerful presentation as a result of his own experience caring for a family member diagnosed with this devastating disease.Learn More