Planning for an Uncertain World: Incorporating Economic, Market, and Client-Specific Factors

MBI's Director and CIO, Greg Estes and Manager of Divorce and Financial Planning, Stephanie Anderson present "Planning for an Uncertain World: Incorporating Economic, Market, and Client-Specific Factors". This session, hosted by the Greater Washington Society of Certified Public Accountants, provides insights to financial professionals on how current economic and market environment are impacting investment portfolios and important financial planning situations that should be accounted for when advising clients.

The webinar will take place on August 19th from 1 pm to 1:50pm E.D.T. Registration is free to members of the GWSCPA, with a $49 registration fee for non-members.

Register Here: https://www.gwscpa.org/cpe/091409wm:planning-for-an-uncertain-world-incorporating-economic-market-and-client-specific-factors?tab=details