Increasing Your Return on Life.®

Upcoming Events

  • Check back soon for upcoming events.

Past Events

  • The 9th Annual Cleveland Economic Summit

    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.

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  • The Alzheimer's Tsunami: Preparing for the Worst

    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.

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