Tuesday, September 15, 2020
2020 Virtual Wealth Management Forum

2020 Virtual Wealth Management Forum

Thursday, October 15th at  4pm

Join us for a Special Edition Virtual Wealth Management Forum. Our panel of speakers will be sharing economic and market updates, a discussion on wealth and estate planning, as well as a brief review of the upcoming election and its potential impact on the markets.

Our speakers will be:

  • Jason Jackman, CFA, President and Chief Investment Officer  - Welcome and Firm Update
  • Brandon Zureick, CFA, Director and Portfolio Manager - Economic and Market Overview
  • Charles Rinehart, CFA, CAIA, Managing Director - Economic and Market Overview
  • Mary Burns, Esq., Vice President of Estate Planning and Trust Counsel - Estate Planning
  • Anthony Kure, CFP®, Director of Northeastern Ohio Market and Senior Portfolio Manager - Wealth Planning


The Virtual Wealth Management Forum is FREE to attend; however you must register to receive the Zoom link. Feel free to invite friends; you do not need to be a client to attend.


Thursday, October 15th, 4:00 - 5:00 pm, EST via Zoom.

“Virtual doors” open at 3:45, presentation begins at 4 pm.