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Event Date |
Wed Sep 7 CDT (over 2 years ago)
In your timezone (EST): Wed Sep 7 1:00am - Wed Sep 7 1:00am |
Location | Webinar |
Region | Americas |
The third-quarter webinar in our Economic and Industry Marketing Outlook series will focus on diversification, which is especially important in volatile markets. We’ll discuss how to balance your portfolio with fixed income, equity, and private market alternatives. Join us to learn how assets can provide stable income streams in a broader portfolio with equity and fixed-income models.
Who should attend?
This session is designed for individuals interested in market, economic, and tax updates.
2022 Speakers
Clayton Bland
Chief Wealth Advisory Officer, CLA Irvine
Christopher Dhanraj
Managing Principal of Investments, CLA Tampa
Carey Heyman
Managing Principal of Industry, CLA Los Angeles - Century City