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June 23, 2020 Virtual Spring Education Event
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When: Tuesday, June 23, 2020
11:00 am
Where: Zoom Webinar
United States
Contact: Chris Stewart

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This event is now scheduled as a Webinar!!  Once you register, you will be sent the link to join the Webinar the day before the event.
           Click HERE to register.   

Please join us for our Virtual Spring Education event.

10:55 a.m. - Welcome/Housekeeping
11:00 a.m.-12:00 p.m. - ** "Succeeding in a Recession While Helping Clients Through Down Markets" presented by Mike Byrnes, President, Byrnes Consulting, LLC
Whether we like it or not, another recession is inevitable.  Financial Planners are often their busiest during a market crisis.  That is why they need to be prepared to provide the best communication and counseling they can to their clients during that heightened time of need.  Financial planning advice will be shared on how to best help clients during down markets. As we know from behavioral finance, this is when investors can, and often do, make their biggest mistakes. 

** Session is approved for one hour of CFP® CE Credit, and one hour of PA Insurance CE Credit. 

Click HERE to register.

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Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us