- This event has passed.
(Virtual) What’s Next? Managing Risk in Uncertain Times: Top 3 Actions to Take Now
May 20, 2020 @ 1:00 pm - 2:00 pm Eastern
In this follow-up update on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, the financial advisory affiliate of CBM, and Alex Seleznev, MBA, CFP®, CFA, senior investment advisor at CBM and senior portfolio strategist at MBI, will discuss some of the top action items to consider in these times of unprecedented market turmoil.
- What should you be doing right now?
- Are you worried about potential inflation and lower expected yields from your portfolio?
- How does this market affect your bond allocation?
- What tax strategies should I consider today?
These and other action points will be discussed in a complimentary virtual event on Wednesday, May 20 from 1 to 2 pm.
Click here to view a video recording of the presentation on YouTube.