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The undeniable impacts of super trends, governmental intervention and geopolitical volatility have move the markets into unchartered territory. The panel will discuss best practices in strategic investment management, including navigating a low yield environment, passive versus active, international versus domestic, product innovations, client communications and more. We'll look at how the lines between investing and gaming/gambling can become blurred in investments like derivatives, SPACs, Bitcoin and Options Trading, accentuating their inherent benefits and pitfalls. Join AICPA thought leaders in a discussion of what’s working now and, more importantly, what’s likely to work going forward in investment management.
Learning Objectives:
Identify and better understand key factors of concern in investment management today.
Recognize specific actions to take in positioning clients to best navigate today’s investment market environment.
Discover how to communicate the issues, threats and opportunities inherent in today’s environment with clients.
Speaker(s):
Paula
McMillan,
CPA/PFS, CFP, CGMA,
Wealth Advisor,
Stearns Financial Group
Mark
F. Astrinos,
CPA, PFS, CFP, RLP,
Principal & Founder,
Libra Wealth
Scott
K. Sprinkle,
CPA/PFS, CGMA, CFP,
Managing Member,
Sprinkle & Associates LLC
