12. Kick off to Insurance Month – Kimberly Cheshire & Becky Olsavsky – 5-3-2025
We will be chatting with Kimberly Cheshire Director of Operations & Becky Olsavsky, Service Team Leader at Gem- Young Insurance. Together, Leo, Kim and Becky will discuss Insurance and Insurance Service Teams.
We will be chatting with Glen Dorsey, Senior Vice President of Clark Capital Management Group. Together, Leo and Glen will discuss stock market volatility and wrap up our quarterly market update.
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10. 401k’s – Ted Clark - 4-19-2025
We will be chatting with Ted Clark, Vice President of Investment Consulting at Meeder Investment. Together, Leo and Ted will dig into retirement planning and how it is evolving.
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9. Market Update – Stephen Daprile - 4-12-2025
We will be chatting with Stephen Daprile, President of Gem-Young Wealth. Together, Leo and Stephen will discuss how Trump's economic policies might affect the economy.
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8. Quarterly Update – Phil Blancato - 4-05-2025
We will be chatting with Phil Blancato, President, and CEO of Ladenburg Thalmann Asset Management. Together, Leo and Phil will discuss how Trump's economic policies might affect the economy, along with current market trends.
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