Forecasting the Next Recession
It is critical for financial planning professionals to have a well-informed view on the timing of the business cycle because of its importance as a driver of investment performance. In this session, we will review the six leading indicators that exhibit consistent cyclical behavior ahead of a recession and possible strategies you can employ to protect your clients' wealth.
In our second session, we'll address Strategies for Client Income in Rising Interest Rate Environment.
Managing Risk in a Rising Interest Rate Environment
In planning for longer retirements, planners are aware that retirees may need an alternative asset to counteract potential unknown variables in the future such as adverse returns and/or inflation. Some experts suggest that the housing asset can stand in for spending needs while waiting out adverse conditions.
Each session has been accepted for one (1) hour of continuing education by CFP Board, The American College (PACE). 1 unit for Registered Financial Consultants.
4:30 pm - Registration & Community Building (Cash Bar)
5:00 pm - Program Begins
7:00 pm - Program Concludes