With market volatility, inflation, rising rates, a possible economic downturn and even stagflation dominating headlines, pre-retirees and retirees are seeking critical advice and want to know about tools that can address their present and future income needs. Investors are also interested in discussing new strategies, products, and services that can address their portfolio concerns. The challenging and fast-changing economic climate presents advisors with opportunities for in-depth client conversations about the best ways of producing and adapting income streams and adjusting portfolios to address concerns and improve their overall financial security.
Join these complimentary webinars to discover how to help clients stay on track to achieve their long-term goals. Then join Institute Program Director Mike Kurz, CIMA®, CPWA®, CFP®, for the second part of this series, where you’ll learn how the Retirement Management Advisor® (RMA®) or Certified Investment Management Analyst® (CIMA®) certifications can help recession-proof your brand and get you noticed by your clients, peers and boss, because with a recession looming, and client concerns escalating, you’ll need to provide meaningful guidance, alternative solutions and retirement planning/investment strategies that drive stronger outcomes.
Retirement Series - Recession Proofing Your Clients’ Retirement Plans
Part 1: Register for the recession-proofing webinar series in partnership with ThinkAdvisor on October 27 @ 1:00 p.m. ET.
Part 2: Register for the next Retirement Management Advisor® informational webinar with the Investments & Wealth Institute on November 8 @ 1:00 p.m. ET.
For more information on the webinar series or RMA® certification, please contact Kari Estes at firstname.lastname@example.org or call 303-529-3704.
Investment Series - Recession Proofing Your Clients’ Portfolios
Part 1: Register for the recession-proofing webinar series in partnership with ThinkAdvisor on November 1 @ 1:00 p.m. ET.
Part 2: Register for the next Certified Investment Management Analyst® informational webinar with the Investments & Wealth Institute on November 8 @ 10:00 a.m. ET.
For more information on the webinar series or CIMA® certification, please contact Gray Bullard at email@example.com or call 303-529-3704.