Date: Tuesday, November 1, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Investments & Wealth Institute

With weakening economic conditions, market volatility, inflation, and stagflation risks, investors are interested in discussing new strategies, products and services that can address their portfolio concerns to give them stable returns. Today’s challenging and fast-changing economic climate gives financial advisors the opportunity to have in-depth client conversations about how to best adjust their portfolios to address worries and strengthen their financial security.

Join this complimentary webcast to discover how to address client concerns about short-term market issues and how to stay on track to achieve long-term goals. You’ll understand:

• Current challenges and opportunities for helping clients with portfolio adjustments in the face of economic weakness and market volatility
• Some of the latest portfolio tools and how they can be used to lower risk and improve client outcomes in tough conditions
• New insights and practical steps you can take to adjust client portfolios
• And more!

REGISTER NOW!

Speakers: 

Janet Levaux | Editor in Chief​​​​​ | ThinkAdvisor & Investment Advisor

Michael Finke | Professor | American College of Financial Services

Marcia Mantell  | Owner | Mantell Retirement Consulting

Mike Kurz | Director of Educational Programs | Investments & Wealth Institute