Investment Market Outlook and How to Guide Clients Through Changes 2023 | American Bankers Association (ABA) | 25 January 2023 | Webinar
Venue
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| Event Date | Wed Jan 25 EST (almost 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
The new year will bring changes — expected or unanticipated — that will affect options available to wealth management clients.
Discussion Highlights
• What we know will affect investor decision-making (tax code changes, expected monetary and fiscal policy)
• Factors that might come into play in 2023
• Ideas to uncover changes in your clients’ lives that may influence their financial goals
• How to deliver advice to address expected and unanticipated changes in markets
Speakers
2023 Speakers
Dr. Erik Davidson
CFA, CTFA is a Clinical Assistant Professor of Finance.
Dave Coffaro
Principal, Strategic Advisory Consulting Group