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Economic and Market Update with Jeffrey Kleintop
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Join us for Economic and Market Update with Jeffrey Kleintop
If you are Eide Bailly staff, please register in the Learning Center.

Event Overview

Eide Bailly invites you to join us for a webinar presented 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.

Date and Time
Thursday, November 14 | 11 a.m. - 12 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Generalize the global economic expectations.
  • Evaluate central bank progress on inflation reduction.
  • Explore the current geopolitical landscape.
  • Discuss investment strategy considerations given the current financial market environment.
Presenter(s)
  • Jeffrey Kleintop - Charles Schwab
    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, Jeffrey 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.
  • Brad Kelley
    Brad Kelley
    Executive Vice President of Corporate Development | Sequoia Financial Group
    Brad’s leadership in Financial Services spans over two decades. He has experience cultivating 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. Brad ensures that an experienced team of professionals is in place to handle the complex needs for a variety of clients.
  • CPE Credits
    1
  • Field Of Study
    Economics
  • Level Of Knowledge
    Basic
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.
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