How can you solidify an appropriate investment strategy based on risk, help clients stay on top of potentially life-altering situations and help them understand the intricacies of investment planning? Gain a better understanding of investment markets and the effects of world events, assess client risk and matching to expected return, deal with increasing client concerns, and develop better investment solutions in a rapidly changing environment.

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 attained often and unexpected events occurring regularly, how does one feel comfortable with an investment strategy?
• Where are investments headed in an economy—to some—on borrowed time?

Be sure to register for all of our PFP updates:

PFP Update: Income Tax, Retirement, and Estate Planning

PFP Update: Issues, Exposures, and Developing Client Strategy

PFP Update: Investment Planning in This New Era