Investment Planning Guidance During the Trump Administration Webinar
Sep 16 1:30 - 3:30 p.m.
Online
2-Other CPE Credits
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.
Registration
PICPA Member: $75 Nonmember: $101
More Information
Course No.
4203382B
Level:
Overview
Prerequisites:
None.
Notes
None
Speaker(s)
Jeffrey Rattiner
JR Financial Group, Inc
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: <AHREF=http://www.jrfinancialgroup.com"TARGET="main">http://www.jrfinancialgroup.com</A>"