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Volatility 2019: What every adviser needs to know

Tues, Feb 19th | 4:00pm-5:00pm ET

The market bounced partially back from a year-end correction, but we’re not out of the woods yet.

Because the stock market has been so strong for so long, extreme market volatility and downturns may be foreign territory to investors and some financial advisers.

What do you need to know now to keep your clients and your business safe?
 
In this exclusive webcast, our panel of experts will:

  • Discuss potential impacts of a recession for you and your clients
  • Review asset allocation and risk-management strategies
  • Put market cycles in perspective and discuss action steps to prepare for the economic conditions ahead

Investments & Wealth Institute® has accepted this program for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA℠ certifications.


Panelists
 
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Sheryl Rowling, CPA, PFS
Head of rebalancing solutions at Morningstar
and Principal at Rowling & Associates
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Leon LaBrecque, JD, CPA, CFP®, CFA
Chief Growth Officer
Sequoia Financial Group
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Dana M. D’Auria, CFA
Managing Director, Portfolio Manager
Symmetry Partners and Apella Capital


Moderator
                                                                                                                       

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Jeff Benjamin
Senior Columnist,
InvestmentNews



Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.
 



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