Saturday, July 21, 2018
THIS IS AN ARCHIVED PRESENTATION FROM THE DATE ABOVE
TOPIC 1
Your Investment Future: What to Expect and How to Plan For It
There are a number of recent investment industry research studies highlighting emerging trends with implications for how investors, professionals and firms may need to respond to the evolving environment. This presentation will include key highlights and observations from these surveys, and a discussion of their ramifications. The objective is to shape a framework for what investors can expect, how it may impact their approach to investing and, for those who choose to hire professional advisers, some key aspects of how to zero in on identifying and evaluating specific services of value.
You will learn…
Mark Harbour has supported individuals and families as a tax practitioner (CPA) and financial planner, as well as an investment adviser (CFA and CIMA) for 42 years. He is a past president of the CFA Society of Los Angeles, current member of the U.S. Advocacy Advisory Council for the CFA Institute and ethics editor for the Investment & Wealth Monitor Magazine (a publication of the Investments & Wealth Management Institute, formerly IMCA).
TOPIC 2
Navigating Uncertain Markets
The future is unknowable, and there are risks inherent to that. Your success in managing those risks will determine your success in investing. With markets hovering near all-time highs and interest rates rising steadily, it has never been more important to understand how to approach volatile and uncertain markets.
You will learn…
Peter Lazaroff is the chief investment officer at Plancorp, a registered investment adviser with more than $4 billion in assets under management. In addition to running a nationally recognized blog, Lazaroff is a regular contributor to The Wall Street Journal and Forbes. His commentary has also been featured in Barron’s, MarketWatch, U.S. News and CNN Money. Last year, Financial Advisor Magazine named him one of 10 Young Advisors to Watch. In 2018, he was named to Investopedia’s Top 100 Most Influential Financial Advisors. Lazaroff is both a CFA charterholder and certified financial planner (CFP). He holds a B.A. in economics and management from DePauw University.