Weathering the Storm, Part 2 – Making Sense of the Capital Markets and the Economy

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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. Attendees will learn how common mistakes and incorrect assumptions lead investors to do the wrong thing in times of crisis. Emphasis will be given to the importance of financial planning and rational decision-making during turbulent times. Practitioners will learn about financial planning decisions that need to be made related to individual and business coronavirus aid.

Objectives

  • Understand events in the financial markets: COVID-19 and the oil collapse of oil prices
  • Compare current environment to previous times of crisis
  • Understand the impact of various relief programs (stimulus, EIDL, PPP, industry specific bailouts) will have on the economy and markets
  • Tax and financial planning decisions your clients need to make NOW
  • Explain to clients why the future is still bright: economic outlook for 2020 and beyond

Major Topics

 

Designed For

Everyone

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.