Navigating Planners and Their Clients Towards Resiliency During the Coronacrash

When:  Jul 22, 2020 from 14:00 to 15:00 (ET)
This month the Investment Planning Knowledge Circle and Journal in the Round will be combining efforts to present, "Navigating Planners and Their Clients Towards Resiliency During the Coronacrash," which will be held on Wednesday, July 22nd at 2 pm ET.

When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future. Join the June 2020 Journal of Financial Planning contributor Dan Moisand, CFP®, and Devin Velnoskey as they expand on Moisand’s article where he explains ways in which practicing financial planning can hinder its value, and how to address these challenges while helping build planners’ and their clients’ resiliency. They’ll also delve into the findings from FPA’s annual Trends in Investing Survey, discussing portfolio analysis in a time of crisis. This online, interactive roundtable conversation will be moderated by volunteer FPA moderator Ray Benton, CFP®.