CBIZ’s State of the Economy Address


On Tuesday, October 10, DVIRC will be partnering with CBIZ to bring in Anna Rathbun, CFA, CAIA, Chief Investment Officer at CBIZ Investment Advisory Services to discuss the State of the Economy.

This will be an insightful presentation to navigate and master a slow-growth economy. Anna will be discussing Inflation, fiscal and monetary policies, and other economic factors that define our world today.

Peek behind the curtain to discover the interplay of these factors, which are not only shaping the global economy but also directly impacting your financial horizon.

How do these factors influence the state of, not only the global economy but also your business? While the future is uncertain, it is critical to understand the drivers of the business and investing environment.

What to Expect

  • 7:30 – 8:30 Networking / Breakfast
  • 8:30 – 9:30 Anna Rathbun’s Presentation + Q&A
  • 9:30 – 10:00 Networking & Adjourn


Anna J. Rathbun

Chief Investment Officer, CBIZ

Anna is the chief investment officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Anna is responsible for overseeing the investment activities of CBIZ IAS through the CBIZ Advisory Board. She helps to set the direction of the firm as a member of the Executive Committee.

See Anna’s spots over the past 2 years on Bloomberg and Fox Business and the TD Ameritrade Network

CBIZ’s State of the Economy Address Waitlist
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