Roosevelt Investments, a boutique wealth management firm with over 30 years of experience working with pre-need funeral and cemetery professionals, will host its next live video call on Thursday, October 15th at 12pm (ET).
Jason Benowitz, CFA, Senior Portfolio Manager, will discuss Roosevelt Investments’ thoughts on the financial markets and will cover:
Jason will also answer registrants’ questions live.
The video call will be moderated by Sean Sokolowski, Investment Counselor in the Private Client Group at Roosevelt Investments, and will be hosted on the Zoom Webinar platform. Click here to register. Can’t attend live? Register anyway, and we’ll send an email with a link to the video recording.
About Roosevelt Investments
Roosevelt Investments is a privately held, boutique wealth management firm located in Midtown Manhattan with more than 30 years of experience providing comprehensive financial planning and asset management services to cemeteries, pre-need 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 pre-need funeral home owners with financial, estate, retirement, succession, and exit planning services.
For more information, visit www.rooseveltinvestments.com.Matthew Ball2020-10-15T10:06:47-04:00