Financial Planning During the COVID-19 Economy (1 CFP® CE Credit)
Thursday, February 4 from 2:00 - 3:00 p.m. ET
Clients’ savings abilities and therefore their progress to their financial goals have evolved during the global COVID-19 pandemic.
Join us as we discuss the current interest rate and market environment and how clients can maximize their use of savings and investment vehicles plus learn to reevaluate more frequently to ensure their basic needs are covered while staying on track for their future goals.
Can't make it to the live session?
Register anyway, and we'll send you the *recording.
*CE credit is not awarded for watching the replay.