Planning in a Sea of Uncertainty sponsored by Catholic Community Foundation
Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at 12:00pm (noon) with the meeting beginning at 12:20 pm.
About the Program
At any point in time, there are many external forces that make planning difficult. The present time is certainly no exception, and an argument can be made that the turbulence in today’s economic, political, and legislative arenas is as strong as it’s ever been. No one is better to navigate these choppy waters than Leon LeBrecque, who plans to guide us through the below:
- Are we headed for a recession and are there things we can do to prepare?
- Will market volatility be with us for awhile and what does that mean?
- The SECURE Act is likely to pass – are there things we can do to prepare for that?
- What other legislation in Washington bears watching?
About the Speaker
Leon LaBrecque has invested more than thirty years in pursuit of one goal, enriching the lives of everyday people by helping them understand their financial lives. As a CPA, a CFP® and a CFA, he is passionate about making the complex world of financial planning, investing, retirement planning and taxation simpler and more accessible. After growing up in Hazel Park, Michigan, graduating magna cum laude from University of Detroit Mercy with degrees in accounting and law, Leon has devoted his life to advancing financial literacy. He has spent countless hours serving his community as a speaker, an author and champion for causes like the Hazel Park Promise Zone. He’s authored multiple books sharing ideas for retirement planning and financial literacy. He’s been featured in media outlets like InvestmentNews, CNBC, USA Today, and Forbes. Leon is more than a talking head, he’s a leading voice drawing attention to the benefits of financial literacy and comprehensive planning. As the Chief Growth Officer of Sequoia Financial Group, he serves a team of experienced advisors, assisting them in their pursuit of providing unparalleled excellence in client service and financial planning. When he’s not helping his clients prepare for a thriving retirement he enjoys spending time with his wife and children, hunting and fishing in Michigan’s beautiful outdoors, and relaxing through yoga and poetry.
Kimberly Stein, Esq. │ 2019-2020 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 11/11/19, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to admin@epccleveland.org by 11/08/19). If you reserve and are unable to attend, please call the office to cancel by noon 11/11/19 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve, click "Register Now" below.
Thank you to our sponsor:
