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Wednesday, 20 Jan @ 12:30 AM

DESCRIPTION

In a year where we have seen the worst bear market in over a decade, and extreme volatility, investors are more anxious than ever. They are looking for clear communication on how much risk they are taking and its impact on their financial future.Join Riskalyze and Envestnet MoneyGuide for a webinar that can help you better understand your client’s unique relationship with risk and what it means to the future of their financial plan.

AGENDA / DISCUSSION TOPICS

– Client factors to consider when recommending an asset allocation including investment objectives, time horizons and risk tolerance.  

–  Recommend an asset allocation strategy consistent with the client’s risk tolerance.

– Leveraging integrated technology to maximize practice efficiency and client suitability.

Webinar/Workshop organized by: Envestnet MoneyGuide

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