PA-Events_Jeffrey-Kleintop3-min

What in the World Is Going On?

Webinar and live Q&A with Jeffrey Kleintop, Managing Director, Chief Global Strategist, Charles Schwab and Nathan Mersereau, CEO, Planning Alternatives


Thursday, May 22, 2025
12pm - 12:45pm EST
10am-10:45am MT

With a variety of elements affecting the economy and global markets, it’s more important that ever to have a strategy to navigate the future.

We are pleased to have Jeff Kleintop, Charles Schwab’s Chief Global Strategist, available to share his perspective.

Please join us for a thoughtful overview and live Q&A. Get your questions ready!

Webinar Registration

About Jeffrey Kleintop, CFA:

Jeffrey Kleintop, CFA is Charles Schwab’s Chief Global Investment Strategist.  In this role, Jeffrey provides actionable insights through social media posts (@‌JeffreyKleintop), written commentary on Charles Schwab, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron's, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today's Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received an MBA from Pennsylvania State University and earned a B.S. in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA) charterholder.

Let’s connect.

We’d love to talk about what you and your family need and how we can help.