Investing in a Rising Rate Environment 2022 | Vizo Financial Corporate Credit Union | 28 June 2022 | Webinar

It’s been a while since we’ve operated in a rising rate environment, let alone one that is also battling inflation and residual effects of a global pandemic. Needless to say, investments might look a little different now than they have in years (or maybe even ever). Now that the Fed has announced their intentions to raise rates at a steady pace over the next couple years, it’s time to prepare your portfolio and make changes to your investment strategy. Scott Wood, Vizo Financial’s portfolio strategist, can help you get started on the right path and shed some light on how to invest smartly in this unique rising rate environment.

In this session, we will:

Discuss rate expectations
Review credit union trends
Identify what credit unions have been doing to prepare for rising rates
Illustrate investment and strategies that make sense in the current rate environment
This webinar is designed for credit union staff responsible for the credit union’s investment strategy and portfolio or anyone who wishes to learn more about investments in a rising rate environment.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees that attend this live session will receive a certificate of completion and CPE credit.

2022 Speaker

PRESENTER

Scott Wood
Portfolio strategist, Vizo Financial