Recession Proofing Your Clients' Portfolios

Available On-Demand

Cost: Complimentary

Also see Recession Proofing Your Clients' Retirement Plans

Editorial Webcast Sponsored by:

With market volatility, inflation, a possible economic downturn and even stagflation dominating headlines, pre-retirees and retirees are seeking critical advice and want to know about products and services that can address their present and future income needs. How will these factors affect their savings, returns, and plans over the next few years and over the long-term?

The fast-changing economic climate presents advisors with opportunities for in-depth client conversations about the best ways of producing and adapting income streams while improving overall retirement security. Clients and potential clients are in need of informative and innovative insights into the risks facing their retirement portfolios, and how you can help minimize these risks, while helping their financial lives in other ways.

Join this complimentary webcast to discover how to address client concerns about short-term market issues and how to stay on track to achieve long-term goals. You'll understand:

Current challenges and opportunities for helping clients with portfolio adjustments in the face of economic weakness and market volatility
Some of the latest portfolio tools and how they can be used to lower risk and improve client outcomes in tough conditions
New insights and practical steps you can take to adjust client portfolios
And more!

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speaker(s):

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Christine Benz \| Director of Personal Finance \| Morningstar Christine Benz is Morningstar's director of personal finance and author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" and the "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success."
	Michael Finke \| Professor \| American College of Financial Services Michael Finke is a professor and Frank M. Engle Chair of Economic Security at the American College of Financial Services and leads the Wealth Management Certified Professional designation program.
	Mike Kurz \| Director of Educational Programs \| Investments & Wealth Institute Mike Kurz has spent 20 years in the world of Wealth Management in counseling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning. Mike parlayed his expertise into designing executive educational programs for the most elite advisors in the industry. As Director of Programs for the Investments & Wealth Institute, Mike works with Top 10 business schools and Ivy League institutions to design world-class certification programs with actionable and repeatable strategies for success. Rooted in Ivy league-quality framework, Mike helps advisors gain advanced-level, practical strategies and techniques to drive stronger outcomes for their clients.
	Marcia Mantell \| Owner \| Mantell Retirement Consulting Marcia Mantell has helped the country's foremost financial advisors and firms increase their knowledge of complex retirement and related concepts, laws and regulations for over three decades. An author of two retirement books, guest columnist and blogger at BoomerRetirementBriefs.com, she is quoted in the New York Times, USA Today, Think Advisor and the Wall Street Journal, as well as by podcasters around the country.

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Christine Benz \| Director of Personal Finance \| Morningstar Christine Benz is Morningstar's director of personal finance and author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" and the "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success."
	Michael Finke \| Professor \| American College of Financial Services Michael Finke is a professor and Frank M. Engle Chair of Economic Security at the American College of Financial Services and leads the Wealth Management Certified Professional designation program.
	Mike Kurz \| Director of Educational Programs \| Investments & Wealth Institute Mike Kurz has spent 20 years in the world of Wealth Management in counseling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning. Mike parlayed his expertise into designing executive educational programs for the most elite advisors in the industry. As Director of Programs for the Investments & Wealth Institute, Mike works with Top 10 business schools and Ivy League institutions to design world-class certification programs with actionable and repeatable strategies for success. Rooted in Ivy league-quality framework, Mike helps advisors gain advanced-level, practical strategies and techniques to drive stronger outcomes for their clients.
	Marcia Mantell \| Owner \| Mantell Retirement Consulting Marcia Mantell has helped the country's foremost financial advisors and firms increase their knowledge of complex retirement and related concepts, laws and regulations for over three decades. An author of two retirement books, guest columnist and blogger at BoomerRetirementBriefs.com, she is quoted in the New York Times, USA Today, Think Advisor and the Wall Street Journal, as well as by podcasters around the country.

Recession Proofing Your Clients' Portfolios

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