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What CPAs and CFPs Need to Know
| Investments In A Rocky Market: What CPAs and CFPs Need to Know |
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| Date: | 06/02/09 | Type: |
Live | Time: |
1:00 - 4:45 p.m. |
| Credits: | 4* |
Site: |
Port. | Fee: |
$115.00** |
| Location: | Bank of America Financial Center 121 S.W. Morrison Portland, OR 97204 |
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| Registration: | Registration Form - Seating is limited. | ||||
Audience: CPAs, CFPs, Attorneys and other financial professionals interested in learning more about investment alternatives.
Level: Basic
Description: With the downturn in the economy individual clients and business owners have a heightened need for professional investment advice. Are you ready to help them evaluate alternative investments like Exchange Traded Funds, collectibles and modern insurance products? This short course will review the alternatives with emphasis on new products and alternate investments.
Learn About: Basic asset classes » Asset allocation and portfolio selection » Risk-return characteristics of various investments » Characteristics of specific investments » and Advantages and disadvantages of alternate investments.
Instructor: Mike Radakovich - CLU, ChFC, and CFP®
Mike is a highly respected professional, independent Financial Planner with many years of experience in the insurance and financial services industry helping business owners and individuals and their families develop well-rounded financial plans. Mike’s financial planning practice is located in Portland Oregon. more »
* Credit varies by profession. Please see our page on Professional CPE Requirements.
** Take two courses together and save $55.00.
$175.00 for both the morning and the afternoon session of these courses.
8 hours of cpe credit.
Tax Losses from A to Z (morning) &
Investments In A Rocky Market: What CPAs and CFPs Need to Know (afternoon).
More information at:
Tax Losses from A to Z & Investments In A Rocky Market.
