Market Update Webinar

Thursday, May 14, 2020

2:00p - 3:00p EST

Private Zoom Page

Moderated by Avi Kantor
with Guest Speaker, Scott Ladner:
Chief Investment Officer from Horizon Investments

We recognize that these are, by some measures, unprecedented times and while there is a lot of information available via the internet and on television, it is still hard to make sense of it all.

This update will address the current financial markets and include a discussion on the following topics:

Risk vs. Uncertainty: The Economic Damage of COVID-19
Looking Forward: The Recovery and Potential Trajectories
Planning: The Practical Implications for Mitigating Risk

Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

They understand the value of working with a financial advisor – someone with whom they can develop a dynamic relationship to build and preserve wealth.
They appreciate our highly personalized approach to organizing, planning, and succeeding.
They are goal driven and are willing to work with us to fulfill those goals.
They are passionate about their lives and are people with whom we enjoy spending time.
They are compassionate individuals who believe in making a difference in the lives of others.

Market Update Webinar

Thursday, May 14, 2020

Private Zoom Page

Details For Attendees

Event Registration