Virtual Spring Education Meeting 

This event is a reschedule from the original date of March 25th.

Join us for our Virtual Spring Education Meeting.

Due to the recent turn of events, we have found it necessary to have this meeting in a virtual setting.  Also, due to speaker scheduling conflicts, we will be having only one session on this date but look for other CE offerings in the coming weeks.

Agenda

11:00 a.m.-12:00 p.m. - "Succeeding in a Recession While Helping Clients Through Down Markets" presented by Mike Byrnes,President, Byrnes Consulting, LLC

Whether we like it or not, another recession is inevitable.  Financial Planners are often their busiest during a market crisis.  That is why they need to be prepared to provide the best communication and counseling they can to their clients during that heightened time of need.  Financial planning advice will be shared on how to best help clients during down markets. As we know from behavioral finance, this is when investors can, and often do, make their biggest mistakes.

This session is approved for one hour of CFP CE Credit and one hour of PA Insurance CE Credit.

  We thank our sponsor.