Eric Blattner
Partner | Wealth Advisor
DIVVI Wealth Management (DWM)
Eric joined DIVVI in 2022. In addition to working with individuals and families to plan and manage investment portfolios, he is also responsible for leading the DWM Investment Committee. Eric is a Chartered Financial Analyst (CFA), a Certified Financial Planner Practitioner (CFP®), a Certified Investment Management Analyst (CIMA®), and a Fundamentals of Sustainable Accounting credential holder. He is also a member of the CFA Institute, the CFA Society of Kansas City, and the Financial Planning Association (FPA) of Greater Kansas City. He has his B.S. in Accounting and Finance with a minor in Economics from Kansas State University!
Join us as Eric discusses inflation, markets and Secure Act 2.0. 2022 saw inflation hit its highest levels in four decades, putting pressure on stock, bond and real estate prices. He will be sharing some recent observations regarding inflation and its impact on savers and investors. He'll also discuss some unique retirement and tax planning opportunities for individuals, families and businesses introduced in the Secure Act 2.0, which was passed by Congress last December.
The more you learn, the more you earn!
