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Investment Planning Guidance During the Trump Administration Webinar


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

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.


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.


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.


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="TARGET="main"></A>"

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