The Financial Forum invites you to a Charles Schwab Workshop Wednesday, June 9th at 1:00 PM. Jeffery Kleintop will discuss trends surrounding the Global Economy & Markets.
As Senior Vice President 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.
Before joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career, he was a chief investment strategist at PNC Wealth Management. 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.
This event is open to all members of the Financial Forum. Please sign up for this event by clicking on the register button. We will send you instructions on how to register for this Charles Schwab Webex. For more information, please contact Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595