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Planned Financial Services Hosts The 13th Annual Cleveland Economic Summit

Published: 10/15/2021

CLEVELAND, OHIO – (October 2021) – On September 30th, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, hosted the firm’s The 13th Annual Cleveland Economic Summit, which was held virtually and featured guest speakers Adam Martinson, CPA, MSA, Senior Manager of Privately Held Business Services at Grant Thornton and Mark Peterson Director of Advisor Insights at BlackRock.

Following introductory remarks by Fantozzi, Mr. Martinson provided his perspective on the current business climate, the potential for tax policy changes in the coming months, and what this could mean for investors, retirees and business owners. His presentation provided an in-depth look at the tax landscape prior to the Tax Cuts and Jobs Act (TCJA) of 2017, followed by where we find ourselves today and what business owners can expect in the near future, based on the proposed tax changes.

Mr. Peterson followed with an insightful look at the economic recovery and what investors and business owners can expect from the financial markets in the months to come. His overview of the markets and economy over the past 18 months provided historical context to assist in understanding how today’s recovery compares to past market and economic events, and what this means for business owners and investors. He also provided important perspective on the trends to watch going forward, in regard to interest rates, inflation and the housing market.

“As active members of the Northeast Ohio business community for nearly three decades, this is an event my team and I look forward to each year,” Fantozzi said. “While circumstances dictated holding the event virtually this year, we appreciate the local business leaders, clients, friends and associates of our firm who joined us. Events like this are important for engaging the business community and sharing information that individual investors and business owners can use in their personal and business planning in the months ahead.”

Click this link to access the full video recording of The 13th Annual Cleveland Economic Summit.

About Planned Financial Services

Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit

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