Weathering the Storm – Financial Planning in Turbulent Times

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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Overview

1.0 Credits
ONLINE

Many of your clients have questions and concerns about recent events in the financial markets. This webinar will cover the recent market crash resulting from COVID-19 and the collapse of oil prices. Historical context will be provided to help create a framework for thinking about market crashes and economic uncertainty. Attendees will learn how to identify common mistakes investors make, and how to avoid repeating those mistakes today. This session will focus on the importance of comprehensive financial planning during turbulent times. Practitioners will learn how to persuade clients that the future remains bright, no matter how bad the news is today.

Objectives

  • Understand events in the financial markets: COVID-19 and the collapse of oil prices
  • Compare current environment to previous times of crisis
  • Demonstrate common mistakes investors make, and how to avoid repeating them today
  • Explain why a good financial plan is about more than investments
  • Explain why the future is still bright: economic outlook for 2020 and beyond

Major Topics

  • Recent events in the financial markets: COVID-19 and the oil collapse of oil prices
  • Comparing current environment to previous times of crisis
  • Common mistakes investors make, and how to avoid repeating them today
  • Why a good financial plan is about more than investments
  • The future is still bright: economic outlook for 2020 and beyond

Designed For

CPAs who want to increase their understanding of the economic and financial impact of the coronavirus.

Prerequisite

None

Advanced Preparation

None

Information on how to log-on to the webinar, troubleshooting, and contact information will be included with your registration confirmation.

Image: Closed Captioning Available

Closed Captioning available upon request. If you need closed captioning, please send an email to adam@ficpa.org at lease 4 business days before the event begin date.