Breakfast Seminar l Guide to the Markets

Event ended *please note that booking the event in your calendar does NOT mean that you are registered. You need to register first if you want to attend an event.

Breakfast Seminar: "Guide to the Markets" Speakers will provide an in depth look at current market conditions and historical trends as well as insight into leveraging different investments in response to current and future market environments.

 

Guide to the Markets

Our Breakfast Seminars are intended to be a learning experience! Join us - along with some coffee and croissants - as we hear from our two speakers, who will provide an in depth look at current market conditions and historical trends as well as insight into leveraging different investments in response to current and future market environments.

SPACE IS LIMITED - Registration in advance is required, no walk-ins permitted. - REGISTER HERE.

Event Details 

DATE & TIME:  

Wednesday, May 22nd, 2019 | 8:30 am - 10:30 am 

LOCATION:

FACC-Chicago | 205 N. Michigan Ave. | 37th Floor

 SCHEDULE:

8:30 am - 9:00 am: Check-in, breakfast & networking

9:00 am - 9:45 am: Presentation

9:45 am - 10:30 am: Discussion, Q&A

 

Speakers

 

Jack Kennedy

Executive Director, Client Advisor at J.P. Morgan Asset  Managment

www.jpmorganchase.com

LinkedIn

John "Jack" Kennedy, Executive Director, is currently a Client Advisor for J.P. Morgan Asset Management, covering the Wealth Management channel in the Chicagoland area. Jack's primary responsibility is to directly promote J.P. Morgan Mutual Funds, Separately Managed Accounts and ETF's to Financial Advisors within Illinois. Jack has over 29 years in the financial services industry, and almost 24 years with J.P.Morgan. Prior to becoming a Client Advisor 15 years ago he was a top producing financial advisor for Chase Wealth Management. Jack earned his Bachelor of Science, with a minor in Business, from the University of Illinois in Champaign-Urbana. He currently holds FINRA Series 7 and 63 licenses and is a Certified Investment Management Analyst (CIMA®).

 

 

Bradley Wiss

CFP®, CDFA®, Assistant Vice President, Senior Financial Advisor at Merrill - Bank of America

www.ml.com

LinkedIn

Brad launched his career with Gelber Group, a prominent Chicago trading firm, in 2011. He joined Merrill Lynch in 2016 after four years as a financial advisor at Morgan Stanley.  He is dedicated to building long-term client relationships, and he anticipates helping clients transfer wealth to the next several generations. Brad serves on the advisory board of Back on My Feet, he volunteers with the Chicago chapter of the National Tourette Syndrome Association, and has helped plan the organization's Annual Golf Fund-raiser since 2015.   

Brad is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He also holds the Certified Divorce Financial Analyst® (CDFA) designation. Brad earned a Bachelor's degree from Indiana University.

 

 

*Refunds must be requested at least 48 hours prior to the start of the event*.

 

Schedule

Wednesday 22 May 2019
08:30 - 09:00 Check-in, breakfast & networking

Event Location

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