Webinar: Lessons Learned from Pandemics, Elections and Murder Hornets: 2021 Essentials of Wealth Planning
Join this webinar on January 14th for a comprehensive update on the key events and trends that could impact your most valued clients in the year ahead, including a debrief on the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing.
Matt will also cover:
- ESG investing: What’s in a label?
- Deepening client connections virtually
- Rethinking life expectancy assumptions
- Mitigating political bias
Eligible for one hour of continuing education credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, ARPC/ARPS, C(k)P and CPA
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