Upcoming Events

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Past Events

• The 12th Annual Cleveland Economic Summit

  October 20, 2020

  Join us for the "Virtual Edition" 12th Annual Cleveland Economic Summit. Learn what you can expect from the financial markets and economy in the year ahead, how changing conditions may impact you as a business owner or investor, and what’s next for the Cleveland Indians and Major League Baseball. Our complimentary program will begin with an online interactive networking reception followed by opening remarks from your host, Frank Fantozzi, and presentations from our guest speakers Bob DiBiasio of the Cleveland Indians and Jacob Drossner of ClearBridge Investments.

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• 25th Anniversary Celebration at Sapphire Creek Winery & Gardens

  October 24, 2019

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• The 11th Annual Cleveland Economic Summit

  June 12, 2019

  We look forward to welcoming you and your guests to one of Northeast Ohio’s most insightful and informative events. The annual Economic Summit provides local investors and members of the business community with an opportunity to gain perspective on today’s most relevant economic and political issues from leading experts on the financial, economic and political landscape. Join us to learn what you should be thinking about now as an Ohio investor, taxpayer, or business owner. Arrive early to enjoy meeting new people, networking with local business leaders, our speakers and host at our cocktail reception. Stay afterwards to enjoy a private stroll through Cleveland’s spectacular Botanical Gardens until 9pm.

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• Cybersecurity and Identity Theft Seminar

  January 16, 2019

  Planned Financial Services invites you and your guests to join us for a complimentary seminar to learn how to combat growing threats to your personal data, accounts and identity.

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• The 10th Annual Cleveland Economic Summit

  June 26, 2018

  Our entertaining and informative late afternoon event will feature two distinguished speakers: John Lynch, Executive Vice President and Chief Investment Strategist at LPL Financial and Greg Valliere, Chief Global Strategist at Horizon Investments. Our featured speakers will join your host, Frank Fantozzi, in providing investors, business leaders, and taxpayers with in-depth analysis and keen insight on the key factors that will impact your business, tax strategies and investment decisions in the coming months. Our speakers will answer your questions about the potential impact of tax reform and trade policies on the domestic and global financial markets; and share their outlook and perspectives on the economy, financial markets, business climate and political landscape in 2018.

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• 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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• The 8th Annual Cleveland Economic Summit

  May 24, 2016

  Bring a guest(s) and join us for this complimentary and informative late afternoon event, featuring two distinguished speakers. LPL Financial Vice President and Market Strategist, Ryan Detrick, and Horizon Investments Chief Global Strategist and Washington-insider, Greg Valliere, will join your host, Frank Fantozzi, in providing Ohio investors, business leaders, and taxpayers with keen insight on today’s dynamically-charged political and global economic landscape.

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