Details
In this webinar, Anna Rathbun, Chief Investment Officer — Retirement & Investment Solutions, and Thomas Bonney, National Leader Financial Services — Advisory, discuss the current state of the economy and where the economy is headed.
Why should you attend? You will . . .
- Get unique insights into the current state of the economy from two seasoned experts.
- Understand where the economy is headed based on research from our Retirement & Investment Solutions team and current business trends from our Advisory & Consulting practices.
- Hear about Tom's annual economic predictions for 2023 and reflect on how they have played out so far.
- Gain a clearer understanding of the economic landscape to help you navigate uncertainty.
Speakers:
Anna Rathbun, Chief Investment Officer, Retirement & Investment Solutions
Anna brings a wealth of experience in economic and market research, portfolio construction and investment theme insights to the table. Anna is highly sought after by media outlets like Reuters and Bloomberg for her economic and investment insights.
Thomas Bonney, National Leader Financial Services — Advisory
Tom brings a cross-functional appreciation and understanding of how businesses and their leaders operate and react, particularly during times of change. He’s spent over 20 years leading teams serving middle-market firms across the spectrum of family, private equity, venture and publicly owned clients across North America.
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. For important disclosures please click here.