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Topic
The Behavioral Portfolio Webinar
Date & Time

Selected Sessions:

Mar 20, 2025 11:00 AM

Description
Imagine helping your clients thrive, not just survive, market volatility. How? Join Phillip Toews, CEO of Toews Asset Management and author of "The Behavioral Portfolio," and Eben Burr, President, as they unveil a revolutionary approach to portfolio design and client education. Learn to proactively equip your clients for future challenges and ease worries over market volatility. This session will tackle two critical advisor challenges: -Building portfolios that aim to withstand market swings -Helping clients overcome emotional investment biases Discover how to: -Move beyond traditional stock-and-bond strategies. -Utilize historical insights and innovative tactics to prepare for all types of market scenarios. -Foster a mindset of informed decision-making in your clients. -Empower clients to navigate volatility with confidence and peace of mind. -Strengthen your practice by implementing these resilient strategies. This program offers one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations. Disclosures Prior performance is no guarantee of future results. There can be no assurance, and individuals should not assume, that future performance of any portfolio referenced will be comparable to past performance. There can be no assurance that Toews will achieve its performance objectives. This information contained herein is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Please contact your investment adviser, accountant, and/or attorney for advice appropriate to your specific situation.