PFP Update: Investment Planning in This New Era 25-26
4.00 Credits
Member Price $99
Non-Member Price $129
Overview
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 market heights 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
Highlights
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 portfolioPrerequisites
? A basic understanding of investing.
Designed For
CPAs, financial advisors and industry professionals
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 situationsPreparation
None.
Leader(s):
Leader Bios
Jeffrey Rattiner, President & CEO, JR Financial Group, Inc.
Jeffrey H. Rattiner, CPA, CFP®, MBA, is president and CEO of The JR Financial Group, Inc., an income tax, financial planning, consulting and training holding company. His Rattiner’s Financial Planning Fast Track™, Inc., is a nationally recognized boot camp for CPAs and other financial services professionals interested in becoming Cerified Financial Planner. His investment advisory practice, Rattiner Asset Management, Inc. (RAM) practices money management through asset allocation for consumers nationwide. Web site: <A HREF=http://www.jrfinancialgroup.com“TARGET=“main”>http://www.jrfinancialgroup.com“
Non-Member Price $129
Member Price $99