First Look Webcast: Managing Your Wealth in the Post-Election Year Ahead - Society of Louisiana Certified Public Accountants

Overview

Join us for an insightful session as we delve into the intricacies of managing your wealth in the aftermath of an election year. With the political landscape evolving, it’s crucial to understand how policy changes and economic shifts may impact your financial portfolio. Our expert speakers will provide invaluable insights into strategic investment approaches, risk management techniques, and asset allocation strategies tailored to the current socio-political climate. Whether you’re an experienced investor or just beginning your financial journey, this session will equip you with the knowledge and tools needed to navigate the uncertainties and opportunities that lie ahead.

Notice

A registration confirmation containing your unique join link will come from email address customercare@gotowebinar.com.

This event is part of the following bundles:

First Look Webcast Series Bundle

Multiple Events Between May 30, 2024 - December 19, 2024

Up to 8.00 Credits

This members-only, virtual series is conveniently scheduled first thing in the morning, to shine light on relevant interest areas. Grab a cup of coffee and get your day off to a productive start with our line-up of experienced professionals who help you rise and shine at what you do. Bundle the First Look Webcast Series and save!Purchase all 8 programs (up to 8 CPE credits) for only $168 until May 30. Simply add the series to your cart and you're set! You'll receive login instructions and materials prior to each program. Webcasts are also available for individual purchase. All programs are 8:30-9:20a qualify for 1 CPE credit . Some programs also qualify for CLE credit (50 minutes); see individual descriptions for details. *Note: Due to the discounted bundle savings, there will be no refunds or adjustments for cancellations of individual programs in the series.

Fees

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Leader(s):

Mickey Guidry, Altus Wealth Management, LLC
Jeremy Perque, Altus Wealth Management, LLC

Leader Bios

Mickey Guidry, Altus Wealth Management, LLC

Mickey Guidry has been in the investment industry since 1993. He serves as Officer of Supervisory Jurisdiction for Altus Wealth Management, LLC.

Mickey completed extensive coursework to achieve the Chartered Financial Analyst (CFA) designation from the Chartered Financial Analyst Institute. The CFA designation is a mark of distinction that is globally recognized by employers, investment professionals, and investors as the definitive standard by which to measure serious investment professionals.

Mickey is a registered principal with Geneos Wealth Management, Inc. He currently holds his FINRA Series 7, 63, and 24 licenses, as well as a Life, Health and Accident Insurance license.

Mickey has both his undergraduate degree and his MBA from Louisiana State University. He attended LSU on an athletic scholarship and was a 4-year letterman on the football team.

Mickey believes in continually obtaining and sharing knowledge. His goal is to educate both clients and the public about understanding and utilizing the investment markets. By focusing his professional and educational career on the important decisions regarding the placement of financial assets, Mickey is committed to providing his clients the best investment advice possible.

Mickey and his wife, Angela, have three children, Tess, Gabrielle, and Rhett. The family resides in Baton Rouge.

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Jeremy Perque, Altus Wealth Management, LLC

Jeremy Perque has been in the financial services industry since 2003 and was named partner at Altus Wealth Management in 2017. His primary focus is creating sound financial plans for high-income and high net worth families to fit their lifestyle. Jeremy also has extensive experience in the corporate retirement plan arena and serves to educate plan participants on the basics of financial planning and how to get the most out of the retirement plan offered by their employer.

Jeremy serves clients from throughout Louisiana. He has a BA in Communications from Nicholls University and holds FINRA Series 7, 63 and 65 licenses, and a Life, Health, and Accident license.

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