Webcast: How to Navigate Bear Markets: The COVID-19 Crisis


Worried about how the COVID-19 virus is impacting you or your clients’ investments and retirement plans? If so, tune in for our newest webinar, How to Navigate Bear Markets: The COVID-19 Crisis. Mark will guide you through a study of past great bear markets and the portfolio strategies that have weathered the storm the best.

For the past 25 years, Mark has been one of our highest rated speakers, presenting to COCPA members on a variety of subjects including wealth management, financial planning, and other investment topics. Over the years, he has helped CPE attendees understand how navigate bear markets including the 2000 internet bubble burst and the great bear market, the post-9/11 bear market and the stock market collapse during the Great Recession of 2008 – 2009. His proven strategies continue to provide guidance to clients in challenging time. His philosophy, insights and specific recommendations have proven to be spot on over and over again.

Mark is recognized as one of the top financial advisors in America having been named as one of Barron’s top advisors every year for the past decade, along with top advisor recognitions from Forbes and Financial Times.

Learning Objectives

To provide historical information to help understand the nature of a bear market, how COVID-19 is currently impacting the market, and how to weather the storm.

Major Topics

How to Navigate Bear Markets: the COVID 19 Crisis

  • Is it different this time?
  • How have markets performed in the past through pandemics?
  • The markets and the effect of polio (1952)
  • The Asian Flu/H2N2 (1957-1959)
  • Swine Flu (2009)
  • What might be the length and size of this upcoming recession and how to prepare
  • A study of the past great bear markets including their recoveries and which portfolio strategies weathered the storm the best
  • How to avoid the mistakes of the average investor
  • Does market timing help?
  • Action steps for a bear market
  • Should you employ tax loss harvesting?
  • Timeless lessons for being a successful investor
  • What are the current market valuations? Is this a good time to invest?


Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

Anyone wanting an update on how to navigate the bear marketing during COVID-19.

Mark Smith


Advanced Preparation


Register Now
Apr 9, 2020
8:30 am - 9:45 am MDT
Total CPE Credits
Mark Smith


$ (% off)


$ (% off)
Become A Member

Register for this Event

Webcast: How to Navigate Bear Markets: The COVID-19 Crisis

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now