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Educational Webinar Series: Client Risk & It's impact on a Financial Plan
Better understand your client’s relationship with risk and what it means to the future of their financial plan by joining a webinar with MoneyGuide and Stratifi. In this webinar we will cover:

*Client factors to consider when recommending an asset allocation including investment objectives, time horizons, and risk tolerance.

*How to recommend an asset allocation strategy consistent with the client’s risk tolerance.

*How to leverage MoneyGuide and Stratifi to maximize practice efficiency and client suitability

Jul 29, 2021 04:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Akhil Lodha.