Building Wealth in 2022 & Beyond – Red Oak Capital Holdings – 8.23.22

Overview:
Title: Building Wealth in 2022 & Beyond
Date: Tuesday, August 23, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

As advisors and their clients continue to seek consistent, reliable income with lower relative volatility, they’re exploring opportunities in real assets and commodities more than ever. With supply and demand dislocations along with inflation realities triggering lower confidence in traditional stocks and bonds, it’s more important than ever to consider reducing portfolio risk. Real assets, commodities, business and paper assets can all offer cash flow and tax mitigation methods to reduce costs and potential market risks. Join us for this in-depth discussion that will cover:

  • Improving portfolio outcomes and risk profiles
  • Advantages of proper leverage usage
  • Cash flow and tax mitigation strategies
  • Building wealth through business, real estate, paper assets and commodities

Speakers:
Kevin P. Kennedy, CIMA Kevin P. Kennedy, CIMA Chief Sales & Distribution Officer Red Oak Capital Holdings

Kevin P. Kennedy is a Senior Partner with Red Oak Capital and is responsible for capital acquisition, platform distribution and broker dealer relationships. He brings 25 years of experience in investment management and joined the Michigan-based firm in 2016.

Kennedy previously served as Managing Director and Divisional Sales Director for BlackRock. His team was responsible for selling and marketing BlackRock’s active, passive and alternative investments. Prior to BlackRock, He was a Director and Vice President for Merrill Lynch Investment Managers covering the Midwest region. He began his career with Merrill Lynch in 1990 as a trading liaison. He was instrumental in helping both firms raise billions in sales, increase revenue, new offerings, platform enhancements and sales team development.

Kennedy holds a Series 7, 24, 63, 65 and 66 securities licenses. He received his bachelor’s degree from Duquesne University in Pittsburg, PA. He completed his Certified Investment Management Analyst certification (CIMA) designation from Wharton Executive Education-University of Pennsylvania in 2007.
John E. Moriarty, CPWA®, ChFC John E. Moriarty, CPWA®, ChFC Founder & President e3 ConsultantsGROUP

As an entrepreneur in the wealth management industry since 1995, John has a passion for challenging the status quo. John founded e3 ConsultantsGROUP in 2003 to provide a family office model to individuals, families, business owners, and entrepreneurial-minded people.

With four separate entities under e3’s umbrella (Wealth, Tax, Insurance, and Real Estate), their mission is simple: to awaken the inner-entrepreneur in anyone who is ready to think differently about money!

Educating the public about ways to protect the purpose of their money is at the core of John’s endeavors. He has been radio show and podcast host while also writing four books on various money related topics where John has been considered a subject matter expert.

Born and raised in St. Louis, Missouri, John embraces midwestern life with his wife, Ellen, and their two children, Harry and Cate. In his free time, John is an avid golfer, an out-spoke St Louis Cardinals baseball fan as well as a wine, bourbon and cigar enthusiast.