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Investment Planning Guidance During the Trump Administration Webinar

CPE

When
Sept. 16
1:30 - 3:30 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $75 | Nonmember: $101


 More Information

Course No.
4203382B
Level
Overview
Prerequisites
None.
Note
None

Description

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 decisionsDetermine appropriate strategies to help you prepare clients in a increasingly changing world.

Highlights

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.


Speaker(s)

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</A>"


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