Investing in the Unknown: Tools and Tactics for Financial Professionals
Session details
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- 2026-02-12T19:08:03.840Z
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- title
- Investing in the Unknown: Tools and Tactics for Financial Professionals
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- 26CTestEvent-LE7
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- description
- Tired of trying to explain market volatility to nervous clients? This practical session gives you straightforward strategies to help clients navigate today's unpredictable investment landscape with confidence.Rather than making market predictions, we'll focus on building resilient portfolios that can withstand various economic scenarios. You'll learn a systematic approach to investment planning that aligns with each client's unique risk tolerance and financial goals.You'll discover:• How to have more productive conversations about risk that go beyond simple questionnaires• Practical ways to manage client expectations in today's challenging market environment• Which investment vehicles work best in different economic conditions• Simple portfolio analysis techniques that show clients the real story behind their returns• How to evaluate a prospect's current portfolio and demonstrate your added value• Portfolio construction strategies that balance growth potential with downside protectionWe'll also explore:• Key economic trends shaping investment markets this decade• How to position portfolios to capture specific opportunities without excessive risk• Practical applications of portfolio theory that clients can actually understand• Tools and software that help illustrate portfolio concepts visually for clientsPerfect for: Financial advisors, CPAs, and investment professionals who want to provide thoughtful investment guidance despite market uncertainty. Whether you're an experienced investment advisor or incorporating investment planning into a broader practice, you'll gain practical approaches to help clients achieve their financial goals.
- start
- 2026-02-13T16:30:00.000Z
- end
- 2026-02-13T18:10:00.000Z
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- 120
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- America/Denver
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Registrations
0No registrations returned for this session.