Investment Planning Guidance During the Trump Administration Webcast | 4203382A

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.

Highlights

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.

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.

Designed For

CPAs and financial planners.