New York, NY — The Roosevelt Investment Group, LLC, a wealth management firm with over 50 years of experience working with funeral and cemetery professionals, will host its next live video call on Wednesday, April 27th at 12pm (ET).
John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senior Portfolio Manager, will sit down to 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.
The video call will be moderated by Sean Sokolowski, Senior Wealth Advisor, 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.
The Roosevelt Investment Group, LLC
The Roosevelt Investment Group, LLC is a wealth management firm located in Midtown Manhattan with over 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, The Roosevelt Investment Group, LLC’s experienced team provides cemetery and funeral homeowners with financial, estate, retirement, succession, and exit planning services.
For more information, visit www.rooseveltinvestments.com.