Member Meeting

Money Talk with Jeffrey Phillips

3:00 PM

Virtual via Zoom

About This Meeting

An Exclusive Virtual Event for DEC Members Only

Join DEC Members for an engaging conversation about why it’s more important than ever to plan – not predict – when it comes to navigating our ever-changing investment landscape.

With inflation dominating conversations, employers dealing with labor shortages and supply chain issues, and evolving legislative action coming out of Washington, D.C. which includes myriad implications for businesses and families, 2022 is set to be another interesting year. Jeffrey Phillips will share planning steps to achieve your goals.



Featured Guest Speaker

Jeffrey Phillips, CFA, CPA Chief Investment Officer Rehmann Jeffrey Phillips, CFA, CPA
Chief Investment Officer

Jeff develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning,
and accounting needs along the way.

As chief investment officer of Rehmann’s wealth management division, Jeff provides direction to the firm’s financial service divisions, manages firm-wide investment research efforts and assists advisors and clients with portfolio construction and management. Jeff also serves as Rehmann’s Florida regional managing principal, shaping the strategy to bolster the firm’s presence within the Florida market.

Meeting Agenda

3:00 p.m. Discussion

3:30 p.m. Adjourn

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