VIRTUAL EVENTS
How to navigate the biggest threats to your portfolio’s future
Advisors must learn to keep clients from reacting to the latest perceived threat to their portfolio. As the potential hurdles to investing success mount, the advisors who can best assuage fears and make calculated moves will stand a better chance of minimizing rash client decisions. This means understanding the biggest threats to a client’s financial future.
Join Bill Mann, Chief Investment Strategist at Motley Fool Asset Management for an educational webcast exploring the biggest perceived threats to financial stability and how to navigate them.
SUMMARY
Topics covered will include:
- The impacts of tariffs and market volatility
- What federal deficits could mean for investors
- A primer on how China’s economic ascendancy could impact domestic investors
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Bill Mann
Chief Investment StrategistMotley Fool Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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