Is It Time to Abandon Traditional Investment Planning Strategies? WEBCAST
Overview
In this unprecedented time, conventional investment wisdom won’t work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You’ll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You’ll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure? With new market heights often attained, potential market swings occurring more rapidly than ever, losses becoming commonplace, and unexpected events happening regularly, how does one feel comfortable with an investment strategy? Where are investments headed in an economy-to some-on borrowed time?
Highlights
Understanding and assessing risk and return, and matching to expected return. Investment vehicles. Designing an asset allocation portfolio in today’s environment for different stages of life. Solidify an appropriate investment strategy based on risk. Helping clients stay on top of potentially life-altering situations. Help clients understand the intricacies of investment planning. Investment markets and the effects of world events. Dealing with increasing client concerns.
Prerequisites
A basic understanding of finance.
Designed For
CPAs, financial advisors and industry professionals.
Objectives
Understand investment theory vs. real-world application. Develop a systematic approach to running an investment practice. Construct client investment portfolios tied to risk tolerance, time horizon, and market conditions. Measure investment success. Evaluate software tools to assist in practice development and investment management. Manage client expectations in an environment that is anything but ordinary. Break down your client’s understanding of investing. Assess risk and return relationships. Decipher investment vehicles. Monitor the client’s investment portfolio.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group Inc
Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine. Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.
Non-Member Price $119.00
Member Price $89.00