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Webinar January 12: 2022 in Review and a Look Ahead to 2023

Frank will be interviewing Geremy van Arkel, CFA® of Frontier Asset Management. Frank and Geremy will be discussing what’s ahead for the market after a difficult 2022. Topics will include election impacts, asset prices and geopolitical dynamics.

This webcast will be recorded, and only the presenters will be on camera.

Watch the recording

Disclosure:

The opinions being expressed are those of the presenter, not necessarily those of Cedar Brook Group. Cedar Brook Group has done due diligence on Frontier Asset Management Company, and we deem them to be reliable. We do not offer tax advice, consult your accountant for your specific situation.

Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.

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About Frank Legan

Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at Cedar Brook, one of the largest independent wealth management firms in Northeast Ohio.

Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in political science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University.

Prior to joining Cedar Brook Financial Partners, LLC, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills.

Frank also serves as Vice Chair of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.

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