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Date: Wednesday, May 27, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Advisors and their investor clients are facing volatility in the financial markets due to the spread of the coronavirus and its associated economic, social and other effects. Recent market turmoil and its impact on client account balances have left many investors wondering what they should do with their portfolios. This means you need to be working and communicating diligently with your clients — especially anxious retirees and pre-retirees. During this challenging time, you can benefit from a greater understanding of how other investors are tweaking retirement portfolios in response to heightened volatility. Join this complimentary editorial webcast for insights from recent research, including tips and lessons to help you and your clients implement investment strategies that ensure future financial stability and a secure retirement. Topics discussed will include:
Speakers: Michael Finke, Ph.D., CFP® | Professor of Wealth Management | The American College of Financial Services David M. Blanchett, Ph.D., CFA CFP® | Head of Retirement Research, Investment Management Group | Morningstar |
