When markets go down and the value of investment portfolios drop, some clients can be stressed and question their investment plan. Even though bear markets can bring many challenges, there are steps that an astute investor can take to use such markets to their advantage.
In this presentation, we'll discuss some of the risks that an investor may face in challenging markets. We'll also see how bear markets can provide investment and tax opportunities. Finally, we will provide investment ideas and tools such as tables and charts that advisors can use in their discussions with their clients.
Date: Tuesday, August 23, 2022
Time: 2:00 p.m. to 3:15 p.m. ET
This webinar is also available in French on August 24, 2022, at 10:00 am
CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Replay: Access to replay will be provided after the webinar.