NFDA Endorsed Provider Roosevelt Investments, a wealth management firm with more than 50 years of experience working with funeral and cemetery professionals, will host a free, live webinar, Inflation, Conflict, and Implications for the Capital Markets, on Wednesday, April 27 at 12 p.m. ET.
John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senior Portfolio Manager, will discuss:
- Inflation: Forcing the Fed's Hand
- Ukraine: Conflict Impacts Ripple Across Markets
- Recession Risk: Elevated in the U.S. and Globally
John and Jason will also answer registrants’ questions live.
Click here to register with Roosevelt Investments.
Can’t attend live? Register anyway, and Roosevelt Investments will send an email with a link to the video recording.
According to a recent NFDA survey, 34% of association members plan to retire within the next five years; however, 73% do not have a succession plan for their business. And, when asked what their biggest concerns are for retirement, healthcare, maintaining their standard of living and running out of money topped members’ lists.
No matter how close you are to retirement – or how much planning you have done – NFDA Endorsed Provider Roosevelt Investments can help you to consider how you can achieve your long-term financial goals and feel confident that you will have the resources you need to enjoy your golden years.
Visit the Endorsed Providers page on the NFDA website – www.nfda.org/EndorsedProviders - to learn how they can help you plan for the future.