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See Also»»
What CPAs and CFPs Need to Know
Investments In A Rocky Market:
What CPAs and CFPs Need to KnowDate: 06/10/08 Live 1:00 - 4:45 p.m. Credits: $100.00** Location: Bank of America Financial Center
121 S.W. Morrison
Portland, OR 97204
Registration: Registration Form - Seating is limited. Audience: CPAs, CFPs, Attorneys and other financial professionals interested in learning more about investment alternatives.
Level: Update/Review
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 $50.00:
Life Insurance: What CPAs & Attorneys Need to Know (morning) &
Investments In A Rocky Market: What CPAs and CFPs Need to Know (afternoon).
$150.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Life Insurance & Investments In A Rocky Market.
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