Investment Planning Guidance During the Trump Administration Webcast | 4203382B

Date :
September 16, 2020 10:30 AM - 12:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
79.00
Nonmember Price :
109.00
CPE Credits :
CPE 2.00
Show tabs
 

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.

 

 

Objectives:

 
  • Identify how to read and understand the investment markets during this presidential era and what is expected to develop during the upcoming four years.
  • Recognize potential risks that may cause concern among your clients.
  • Evaluate risk/return relationships when evaluatuing and selecting investment vehicles.
  • Determing what sources to rely upon in assessing these decisions
  • Determine appropriate strategies to help you prepare clients in a increasingly changing world.
 

Major Subjects:

 
  • Understanding the market
  • Reading and reacting to the industry investment signs
  • Preparing clients on how to deal with the issues that may affect investing during the remaining Trump Administration and the upcoming four years.
 

Advanced Prep:

 

None.

 

Misc. Information:

Save with Discount Programs

Join or Renew Today
Level of Difficulty:
Overview
Field of Interest:
Specialized Knowledge
Prerequisites:
 

None.

 
Designed For:
 

CPAs and financial planners.

 

Instructors

Jeffrey H. Rattiner, CFP
Jeffrey Rattiner CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book, and Rattiner’s Financial Planner’s Bible. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.

Materials:

  • Materials - ebook