When

Thursday, December 3, 2020 from 1:15 PM to 2:15 PM PST
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Where

This is an online event. 
 

 
 

Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Strategic Partner Webinar Details 

Thursday, December 3, 2020 
1:15 pm - 2:15 pm

Title:

Four Challenges Advisors Face Today: How LG Has Tackled Them

Speaker(s):
Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management
Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management

Strategic Partner:

   

Program Description:
We advisors are facing four big challenges today: On the investment side, (1) historically low interest rates will make it harder for traditional portfolios to generate the returns our clients need. And (2) clients are increasingly ready to give up on value due to an unprecedented underperformance period. On the client side, (3) it is becoming harder than ever to find the time to take care of our clients. And (4) interest in sustainable investing is rising, but the question is how to explore this with our clients. 

Join to hear how Litman Gregory is tackling these issues in its own practice and working to serve advisor peers through our Advisor Solutions.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management
Chad V. Perbeck, CIMA®, CFP®, serves as a senior research consultant to clients of Litman Gregory’s Advisor Solutions businesses. He has 19 years of experience in financial services and previously co-founded his own RIA consulting firm. He graduated from Tufts University where he was co-captain of the basketball team.

Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management
Peter Sousa, CIMA®, Principal, provides service and support to advisors implementing the Litman Gregory Portfolio Strategies. He has 20 years of experience in financial services and graduated from Saint Mary's College of California (BS – Business Administration, MS – Financial Analysis and Investment Management).