Description

Course Description: Eide Bailly Financial Services invites you to join us for a webinar presentation by Jeffrey Kleintop, managing director and chief global investment strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the global market outlook. 

Learning Objectives: 

• Identify key recession indicators. 
• Discuss inflation and geopolitics. 
• Summarize Central Bank activities. 
• Explore which investment strategies may work in the current environment. 

Presenters: 

Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly Financial Services, LLC 

Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principle-in-Charge of Financial Services. Brad has cultivated a team of investment advisors managing over $1.3 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that an experienced team of professionals is in place to handle your complex needs. 

Jeffrey Kleintop, CFA, Managing Director, Chief Global Investment Strategist | Charles Schwab & Co., Inc. 

As Managing Director and Chief Global Investment Strategist at Charles Schwab, Jeffrey is responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients. 

Prior to joining Schwab, Jeffery served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Cited in the Wall Street Journal as one of “Wall Street’s best and brightest,” Jeffrey frequently appears on CNBC, Bloomberg TV, and CNN, and is often quoted in The Wall Street Journal, Barron’s, and the Financial Times. 

CPE Information 

• CPE Credit: 1 
• Field of Study: Finance 
• Level of Knowledge: Overview 
• Delivery Method: Group-Internet Based 

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.