The 9th Annual Cleveland Economic Summit
PROGRAM SPEAKERS & HOST
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.
4:00 pm - 4:45 pm – Registration/Networking/Cocktail Reception
4:45 pm - 5:00 pm – Welcome - Frank Fantozzi
5:00 pm - 5:45 pm – Mid-year Economic & Financial Market Outlook and Q&A – Emily Roland
Emily R. Roland, CIMA®
Head of Investment Research
John Hancock Investments
Ms. Roland leads the investment research function for John Hancock Investments where she and her team are responsible for leveraging capital markets and industry research to help set the firm’s business strategy. Ms. Roland joined the company’s investments division in 2004 after holding positions in product management, marketing, and competitive intelligence over the previous 10 years. Prior to joining John Hancock, she held roles at GMO and the Boston Stock Exchange. She is a Certified Investment Management Analyst designee and holds an MBA from Boston College.
Visitor Experience Program Manager
Mr. Embacher is the Visitor Experience Program Manager under the Destination Development and Community Affairs department at Destination Cleveland, the region’s convention and visitor’s bureau. Mr. Embacher facilitates the CLE Travelbackers workshop, educating front-line travel and hospitality staff in what it means to give visitors a truly unique, best-in-class, Cleveland experience.
Frank Fantozzi, CPA, MT, PFS, CDFA, AIF®
President and Founder
Planned Financial Services
Frank Fantozzi is pleased to once again host a select group of clients, esteemed individuals, and business owners at The 9th Annual Cleveland Economic Summit. Born and raised in Cleveland, he is passionate about serving as a catalyst for change in our local communities and in the lives of his clients as they pursue their desired Return on Life®. He leads a growing Cleveland-based independent Registered Investment Advisor (RIA) firm that embraces a team-based approach to delivering timely, actionable, and relevant advice, coupled with comprehensive planning and financial education. Learn more about Mr. Fantozzi at www.PlannedFinancial.com.
Our complimentary program will begin with a networking and cocktail reception featuring heavy hors d’oeuvres at the world renowned:
Cleveland Botanical Garden - Woodland Hall
11030 East Boulevard
Cleveland, OH 44106
Complimentary Parking at onsite parking garage (Validate parking ticket with attendant upon arrival.)
The Garden will remain open until 9:00 pm following the Economic Summit. Stroll through, experience, and become inspired by all it has to offer!
Please RSVP to reserve seats or a corporate table by May 19, 2017 to Michelle Velotta at 440.740.0130 ext. 221 or Michelle@PlannedFinancial.com. Space is limited