December 20, 2021 11:00am – 1:00pm Map & Directions 602-252-4144

Webcast: Investment Planning Guidance During the Biden Administration

Description

In assessing President Biden's first 100 days in the White House, we have seen the investment markets go crazy! Why are the markets going up? Should we continue to expect this? What should our clients do to adjust to a new era? Join Jeff Rattiner as he discusses developing appropriate investment strategies by factoring in potential landscape changes that will enable your clients to appropriately prepare to this new stage of investing during the next four years and beyond!

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

10:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Specialized Knowledge
2

Objectives

  • Identify how to read and understand the investment markets during the Biden Administration and determining what to expect and how to prepare during the upcoming four years.
  • Recognize potential risks during the next four years that may cause concern among your clients.
  • Determining risk/return relationships when evaluating and selecting investment vehicles.
  • Exploring what sources to rely upon in assessing these decisions
  • Determine appropriate strategies to help you prepare clients in an increasingly changing and post COVID world.

Course Level

Overview

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs and financial planners.

Prerequisites

None.

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.

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