Please join us for a LIVE continuing education program on Wednesday, November 10, 2021 from 8-10:00am

  

Guide to the Markets 2021 and Retirement

The Guide to Markets provides an effective framework for understanding the global market and economy. It is designed to present statistics and data through charts and graphs, in a way that can help advisors address the markets and the economy based on logic rather than emotion while supporting their efforts to help clients make sound investment decisions.

The Guide to Retirement provides an effective framework for understanding the dimensions of retirement planning – from saving to spending to investing. It includes charts and graphs to help explain complex issues in a clear and concise manner to help HR professionals understand and articulate the various components individual’s needs to consider when saving for retirement.

presented by;    Connor Fitzgerald, CIMA      VicePresident & Client Advisor

  JP Morgan Asset Management

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Thank you to program our sponsor

 

  Program is in the process of recieving 2 CE credits for both NYS Ins Licenses and CFP board members.