Unlocking the NextGen’s Financial Future With J. Rotbart & Co.

On November 7, 2024, The 2024 NextGen Academy hosted by UnionBank offers a valuable opportunity for the next generation to expand their financial horizons beyond traditional assets. We, J Rotbart & Co. are honored to be part of the speaker lineup, which covers crucial topics like precious metals as alternative investments. Moreover, topics like portfolio construction, and goal-based investing strategies, empowering young professionals to make informed decisions and achieve their long-term financial goals. This event showcases innovative ways for the future leaders to build and diversify their wealth, from learning about marketing and family governance to gaining strategic insights from macroeconomic experts.

Diversifying investments across different sectors and asset classes is key to weathering economic volatility, and events like this NextGen Academy equip the next generation with practical knowledge and valuable connections to grow and protect their wealth. It’s an exciting chance to explore diverse investment avenues and develop a well-rounded portfolio for the road ahead.

For those considering gold and silver as part of their investment strategy, now may be an opportune time to diversify portfolios.