04
April
Investing Today - Investment Strategies and Planning Options
Description
Brett A. Janis, CFA will lead this learning discussion for busy professionals to better understand effective investment strategies & individualized planning options. Brett will discuss common mistakes, the state of today's markets, active approaches for taxable accounts, and long-term planning solutions designed to generate superior outcomes.
Date and Time
Mon, Apr 04, 2022
1:30p - 2:30p PST