JAG Media

On Planning

Tax Planning & Charitable Giving Webinar

September 23, 2021

Join us to hear Daniel Leahy, CFP® as he discusses year end tax planning tips, charitable giving considerations and what changing tax laws sunsetting at year end 2025 may mean to you.

On Investing

Investment Outlook Webinar - Q3 Inflation & Interest Rates

November 10, 2021

Investment Webinar Blurb: “ This webinar will be discussing our investment philosophy, updating you on what we are seeing in the financial markets, as well as a discussion on two very important and timely topics: inflation and interest rates.

Investment Outlook Webinar: Inflation & Interest Rates

May 6, 2021

This webinar will be discussing our investment philosophy, updating you on what we are seeing in the financial markets, as well as a discussion on two very important and timely topics: inflation and interest rates.

Fireside Chat: Financial Markets

August 6, 2021

Join Tyler Lang, CFA and Eric Pettway, CFA as they discuss what's going on in the financial markets & investment landscape.

JAG In The News

JAG In The Community

Eric Pettway CFA Society Interview

November 10, 2021

Journey Advisory Group is proud to announce the selection of our Chief Investment Officer, Eric Pettway, CFA as President of the CFA Society Cincinnati! Learn about Eric's background, his career at JAG, his involvement with the CFA Society and what it means to be a CFA®.