Webinar: 14 Financial Lessons Learned During the Pandemic

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


Registration is closed

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


Thursday, April 30




*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

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