Upstate Foundation

Long Term Care Planning and the Current Economic Forecast

Date: Friday, November 4, 2022
Time: 12:00pm - 1:00pm
Location: Hybrid - Zoom and CNY Community Foundation Ballroom
Speaker: Jonathan Schwartz & Christopher Petrosino

Long Term Care Planning and the Current Economic Forecast

Join us for a presentation on long term care planning techniques used to combat the high cost of long term care and a discussion of the current state or markets and the economic environment, including inflation, interest rates, geopolitical conflict, the implications of a domestic recession, and the current state of supply chains post-pandemic.

Presenters:

Jonathan Schwartz -  When it comes to long-term care planning, Jonathan’s done it all. From profit center manager and independent producer, to wholesaler, he’s gained expertise in client management, sales and marketing plans, broker relationships, and training and development. With more than 20 years of insurance and financial services industry experience, Jonathan has gained knowledge from working for several financial and insurance companies.

Christopher Petrosino - Christopher Petrosino is the Managing Director of the Quantitative Strategies Group at Manning & Napier. He is responsible for leading the group’s systematic equity and multi-asset class portfolio management and investment research efforts. Christopher also leads the firm’s Investment Policy Group and is a key contributor to the firm’s market and economic overviews with a focus on asset allocation and risk management.

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Join Zoom Meeting

https://cnycf-org.zoom.us/j/96213148428?pwd=cnBBQmRIdmsxS2trQXhiVTRBNmgxZz09

Meeting ID: 962 1314 8428

Passcode: 107613

 

 

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