Webinar (AICPA): Understanding Market Implications and Bringing Calm Amid Chaos

Description

Help clients stay calm in volatile times- COVID-19 is creating significant change in the world and navigating through health concerns, economic uncertainty, and market turbulence is no easy feat. If you are human, you have likely felt some apprehension through it all. Join a panel of top CPA financial planners in this webcast, to hear their perspectives on: • Putting the market volatility and outlook in perspective • How they are communicating with their clients to bring calm • The importance of having a financial plan and sticking to the long-term strategy • Proactive planning strategies for clients who don’t want to sit still • How they are taking care of themselves so they can be the best for others

Learning Objectives

• Determine how to communicate with your clients to bring calm during this turbulent time
• Recognize the importance of having a financial plan and sticking to the long-term strategy
• Identify proactive planning strategies for clients who don’t want to sit still

Provider
AICPA - Durham
Course Level
Basic
CPE Field of Study
Specialized Knowledge
1
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Register Now
When
Apr 1, 2020
2:00 pm - 3:45 pm MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

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Webinar (AICPA): Understanding Market Implications and Bringing Calm Amid Chaos


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