Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Mondday, December 21, 2020, 1:00 PM-2:00 PM EST.
However, all too often, investors fail to do what’s necessary to increase the probability of reaching their goals.
The causes range from too little investment literacy to disadvantaged (emotionally biased) decision-making or poor planning.
Advisors need a simple, effective guide that can help them understand how their goals, the path towards those goals and their choices along the way are what help or hinder the probability of their success. Decisions about investments - or what to invest in - pale in comparison.
This presentation will use a simple, “changing” graphic to help make sense of investment planning and the related choices that invariably arrive over time.
Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.