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
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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.

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