Personal Financial Planning & Estate Planning SIG - Analyzing a Client's Investment Portfolio
10/29/2019 07:30 AM - 09:00 AM
Event Description
Topic: Analyzing a Client’s Investment Portfolio
Overview:
Client investment portfolios can take shape in various ways. With various products, asset allocation models, and a diverse number of advisor types, it can be difficult to know whether the advice your client is receiving (or not receiving) is right for them. This presentation is designed to provide you with information that will allow you identify the investments in your client’s portfolio, whether they make sense for them, the type of advisor they have, and if they are getting the right kind of advice for their personal / professional situation.
Objectives:
During this discussion, participants will:
Learn about the different advisor types in the financial advisory industry
Read types of investment statement types and how to evaluate them based on your client’s situation
Become more knowledgeable of how investment portfolios are designed and marketed.
Speakers: John Mongold, CFA CPA, Vice President, Wilmington Trust Dustin Witmer, Vice President, Financial Advisor for M&T Securities
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM
One hour CPE available