Webinar: 14 Financial Lessons Learned During the Pandemic

  • April 30, 2020
  • 12:00 PM - 1:00 PM
  • Zoom

Registration


Registration is closed
 

Webinar:
14 Financial Lessons Learned During the Pandemic


Uncertainty related to the financial markets, the economy and our day-to-day lives is impacting all of us. In many cases, it’s causing unwanted stress and concern.

Join HVBF Members & Guests for a Webinar presented by Phil Weiss Founder of Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 20 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA. In addition he has served as a featured media spokesperson and has written weekly commentary on market-related topics. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests

Here is what we will cover:

· Putting today’s financial markets into historical perspective · Why understanding your financial goals matters even more during times of uncertainty

· Our most important tool in helping you today is our Pathway to an Informed Retirement

· The 14 important lessons we have learned over the past few weeks

· Q&A: We will leave time to answer your questions


Date: 

Thursday, April 30

Time: 

12:00pm

Location: 

ZOOM
*a link to access will be provided in your registration confirmation email and sent again to registrants the day prior to the meeting.*

Members & Non-Members: FREE

Please Register Online

For more information CONTACT US


Thank You to Our Platinum Sponsors


floors-etc

hill-mgmt

point-breeze-cu

mackenzie-commercial

padonia

atapco

     

Thank You to Our Silver Sponsors


 Copyright 2020 Hunt Valley Business Forum, Inc.
  Association Website Solutions by SPARKS!
 All Rights Reserved. Sitemap
 
Powered by Wild Apricot Membership Software