Webcast: Investment Planning Guidance During the Trump Administration (XCINVPTR17)
Tell a Friend About This EventTell a Friend
 

Now that it is reality, how will your investment strategies change? Cover the issues surrounding world events and how to prepare your clients for working through a sound investment strategy.

6/8/2017
When: 06/08/2017
1:00 PM until 3:00 PM
Where: Webcast
CALCPA
4173382A
United States
Presenter: Jeffrey H. Rattiner


Online registration is closed.
« Go to Upcoming Event List  

AcronymXCINVPTR17
CPE2 hours
VendorCalCPA
Category
Specialized Knowledge
LevelOverview
PrerequisiteNone
Adv PrepNone
Yellow Book?No
Designed forCPAs who want to learn how to view, react and prepare clients in the investment arena under the Trump Administration.
Registration
Member$60
CPA Non-Member$94

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Now that it is reality, how will your investment strategies change? Cover the issues surrounding world events and how to prepare your clients for working through a sound investment strategy.

Materials are provided as an ebook for this course.

Objectives

  • Identify how to read and understand the investment markets during the next four year period.
  • Recognize potential risks that may cause concern among your clients.
  • Determine appropriate strategies to help you prepare clients in a increasingly changing world.

Major Topics

  • Understanding the market
  • Reading and reacting to the industry investment signs
  • Preparing clients on how to deal with the next four years in the Trump Administration.