Understanding The Global Crisis And How It Affects Financial Planning

Understanding The Global Crisis And How It Affects Financial Planning
David Loeper
Tom Connelly
Financeware, Inc.
Versant Capital Management
You must be registered and logged in to view this replay
You must be registered and logged in to download the slides
Program Id: 134040882

In this webinar, David Loeper, CEO of Financeware, warns advisors not to rely too heavily on Monte Carlo simulations and to tell clients always to expect that their financial plans will need to be updated.

In the second half of the session, Tom Connelly, CEO of Versant Capital Management, explains the Financial Crisis and warns of future risks.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

 

Let’s Make This Easy

 

We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

JOIN