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PFP2215
Investment Best Ideas Panel
Date
June 7, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from AICPA & CIMA ENGAGE 2022:
Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.
Learning Objectives
- Recognize how alternatives to traditional stocks and bonds are being utilized for better diversification and outcomes
- Recall how ESG (Environmental, Social, and Governance) metrics can be employed to identify material risks and growth opportunities
- Identify best practices around strategically increasing international exposure with measured risk
Speakers
Kevin Grogan, CFA, CFP
Managing Director, Investment Strategy, Buckingham Wealth Partners
Wealth Advisor, Stearns Financial Group
Managing Member, Sprinkle & Associates LLC
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