All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Webinar(CA): Investment Planning Guidance During the Trump Administration

Description

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.

Learning Objectives

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 decisions
Determine appropriate strategies to help you prepare clients in a increasingly changing world.

Major Topics

Understanding the market
Reading and reacting to the industry investment signs
Preparing clients on how to deal with the issues that may affect investing during the remaining Trump Administration and the upcoming four years.

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and financial planners.

Instructor(s)
Jeffrey Rattiner
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Register Now
When
Jul 6, 2020
11:30 am - 1:30 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$75.00

NON-MEMBER


$ (% off)
$101.00
Become A Member

Register for this Event

Webinar(CA): Investment Planning Guidance During the Trump Administration


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×