Webinar

PFP Update: Investment Planning in This New Era

If you have questions about this event, please call us at 952-831-2707.

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How can you solidify an appropriate investment strategy based on risk, help clients stay on top of potentially life-altering situations and help them understand the intricacies of investment planning? Gain a better understanding of investment markets and the effects of world events, assess client risk and matching to expected return, deal with increasing client concerns, and develop better investment solutions in a rapidly changing environment. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure? With new marketheights attained often and unexpected events occurring regularly, how does one feel comfortable with an investment strategy? Where are investments headed in an economy -- to some -- on borrowed time? Be sure to register for all of our PFP updates: PFP Update: Income Tax, Retirement, and Estate Planning PFP Update: Issues, Exposures, and Developing Client Strategy PFP Update: Investment Planning in This New Era

Major subjects

• Develop, design and monitor client investment portfolios
• Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships
• Assessomg market conditions in a very unique and different environment
• How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues
• How investment vehicles work together to manage risk/return relationships
• How to build, monitor, evaluate and re-design an investment portfolio

Learning objectives

• Learn how to navigate today's investment marketplace in difficult waters
• Identify why clients invest the way they do
• Determine which investment vehicles to use in varying situations

Who should take this program?

• CPAs, financial advisers and industry professionals

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.