Increasing Your Return on Life.®

Upcoming Events


Past Events

  • 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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