Uncertainty related to the financial markets, the economy and our day-to-day lives is impacting all of us. In many cases, it’s causing unwanted stress and concern.
Join HVBF Members & Guests for a Webinar presented by Phil Weiss Founder of Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 20 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA. In addition he has served as a featured media spokesperson and has written weekly commentary on market-related topics. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests
Here is what we will cover: · Putting today’s financial markets into historical perspective · Why understanding your financial goals matters even more during times of uncertainty · Our most important tool in helping you today is our Pathway to an Informed Retirement · The 14 important lessons we have learned over the past few weeks · Q&A: We will leave time to answer your questions
Date:
Thursday, April 30
Time:
12:00pm
ZOOM *a link to access will be provided in your registration confirmation email and sent again to registrants the day prior to the meeting.*
Members & Non-Members: FREE
For more information CONTACT US