20WC-0197: Investment Planning Guidance During the Trump Administration (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, July 6, 2020
12:30pm - 2:30pm Central Time
2 CPE (2 technical)
As the Trump presidency is exiting its first term, what will happen during the next four years in the economic phases that may cause investment strategies to change? Cover the issues surrounding world events and ways to prepare clients with a sound investment strategy for the 2020's.
Major subjects
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Understanding the market
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Reading and reacting to the industry investment signs
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Preparing clients on how to deal with the issues that may affect investing during the remaining Trump Administration and the upcoming four years.
Learning objective(s)
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Identify how to read and understand the investment markets during this presidential era and what is expected to develop during the upcoming four years.
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Recognize potential risks that may cause concern among your clients.
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Evaluate risk/return relationships when evaluatuing and selecting investment vehicles.
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Determing what sources to rely upon in assessing these decisions
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Determine appropriate strategies to help you prepare clients in a increasingly changing world.
Who should take this program?
CPAs and financial planners.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$101.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$75.00
|
 Standard Nonmember Fee |
$101.00
|
