18th Annual Cleveland Economic Summit | Welcoming Remarks

Join Frank Fantozzi, President and Founder of Return on Life Wealth Partners, for welcoming remarks at the 18th Annual Cleveland Economic Summit. Frank introduces resources exploring market performance during geopolitical events and across different U.S. political environments. For more information, visit www.ReturnOnLifeWealth.com #ClevelandEconomicSummit #ArtificialIntelligence #ReturnOnLifeWealthPartners #EconomicDiscussion Legal Information and Disclosures: This recording is provided for general informational and educational purposes only. It is not intended to provide individualized investment, financial, legal, or tax advice and should not be construed as an offer to provide advisory services, an offer to sell, or a solicitation to buy any security or financial instrument. Individuals should consult with appropriate professionals regarding their particular circumstances. The views and opinions expressed are those of the respective presenters as of the date of the recording and are subject to change without notice. The views of guest presenters do not necessarily reflect those of Planned Financial Services, LLC, dba Return on Life Wealth Partners. Planned Financial Services, LLC has no obligation to update the information presented. This recording may contain forward-looking statements based on current beliefs, assumptions, expectations, and available information. Actual results may differ materially due to known and unknown risks, uncertainties, and changing economic or market conditions. Economic forecasts may not develop as predicted. No assurance is given that any strategy discussed will achieve its objectives or produce positive results. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no assurance that any investment technique or strategy discussed is appropriate for every investor. Information concerning economic conditions, market trends, and performance may be obtained from independent third-party sources believed to be reliable. However, its accuracy or completeness is not guaranteed, and the information and underlying assumptions may not have been independently verified. Any indices referenced are unmanaged and cannot be invested in directly. Index performance does not reflect the deduction of investment management fees, transaction costs, taxes, or other expenses and is not representative of an actual investment. Guest speaker Jen Guenther of Goldman Sachs Asset Management and Parker Johnson of VanEck, as well as Cleveland Metroparks, Aramark, and the other event sponsors, are separate from and unaffiliated with Planned Financial Services, LLC, dba Return on Life Wealth Partners. Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser. Registration with the SEC does not imply a particular level of skill or training. © 2026 Planned Financial Services, LLC. All rights reserved.