Is It Time to Abandon Traditional Investment Planning Strategies? 2024

In this unprecedented time, conventional investment wisdom won't work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You'll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure? With new market heights often attained, potential market swings occurring more rapidly than ever, losses becoming commonplace, and unexpected events happening regularly, how does one feel comfortable with an investment strategy? Where are investments headed in an economy-to some-on borrowed time?

Presenters - Jeffrey H. Rattiner

Designed For: CPAs, financial advisors and industry professionals.

Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Sole Practitioner

• Understand investment theory vs. real-world application
• Develop a systematic approach to running an investment practice
• Construct client investment portfolios tied to risk tolerance, time horizon, and market conditions
• Measure investment success
• Evaluate software tools to assist in practice development and investment management
• Manage client expectations in an environment that is anything but ordinary
• Break down your client's understanding of investing
• Assess risk and return relationships
• Decipher investment vehicles
• Monitor the client's investment portfolio

• Understanding and assessing risk and return, and matching to expected return
• Investment vehicles
• Designing an asset allocation portfolio in today's environment for different stages of life
• Solidify an appropriate investment strategy based on risk
• Helping clients stay on top of potentially life-altering situations
• Help clients understand the intricacies of investment planning
• Investment markets and the effects of world events
• Dealing with increasing client concerns

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