Webinar (CA): Investments Planning in this Unprecedented Time: Is it Time to Abandon? 2023

In this unprecedented time, conventional investment wisdom won't work! This past year has demonstrated some of the most significant market movements and fears we have seen in years! Our clients are becoming more skeptical than ever! Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many  storms that are pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You'll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure? With new market heights often attained, potential market swings occurring more rapidly than ever, losses becoming commonplace, and unexpected events happening regularly , how does one feel comfortable with an investment strategy? Where are investments headed in an economy—to some—on borrowed time? Learn to solidify an appropriate investment strategy based on risk; help clients stay on top of potentially life-altering situations and help clients understand the intricacies of investment planning. Gain a better understanding of investment markets and the effects of world events, assess client risk and matching to expected return, dealing with increasing client concerns, and develop better investment solutions in a rapidly changing environment.