PFP Update: Investment Planning in This New Era 25-26
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
Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate
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 portfolio
Prerequisites
? 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 situations
Preparation
None.
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group, Inc.
Mr. Rattiner is president of the JR Financial Group, Inc., which is a multi-purpose firm serving the financial services industry. The company has as its mission to initiate marketing opportunities for financial service organizations by targeting third-party intermediaries, such as CPAs and CFPs, and the developing and distributing product to that segment. He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners. Mr. Rattiner earned his Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his Master of Business Administration (MBA) in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner Education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado, and as a Certified Public Accountant and Insurance Broker in New York and Colorado.
Non-Member Price $129.00
Member Price $99.00