Description

This course will provide you with strategies for long-term financial planning, discuss investments that fight inflation in portfolios, and help you determine how the rising costs of health care should be included in financial plans over time.

Please join Aurum Wealth Management Chief Investment Officer Michael McKeown, CFA, CPA, and Financial Planning Manager Alynne Zielinski, MBA, CFP, for an engaging presentation on how to invest and plan your financial future with inflation on the horizon.

 

Learning Objectives:

  • Describe different investment approaches used in equity selection

  • Assess how interest rates affect the market value of investments and how risk and return are related

  • Assess the risks of inflation to the economy, markets, and investment portfolios

  • Introduce the preparations such as setting goals and objectives that are needed before reaching any decisions in financial planning

  • Highlight the decisions to be made in determining your specific portfolio and its management over time

  • Recognize the key decisions necessary to plan for healthcare costs in financial planning

     

    Event Details:

  • 11:30 a.m. - Lunch and Networking

  • 12:00 - 1:00 p.m. - Presentation, Q&A and Closing Comments

    Please RSVP as seating is limited. For more information, contact Donéa Boiner at 440-605-7138 or dboiner@skodaminotti.com.

     

    Continuing Professional Education Information:

  • Instruction delivery method: Group Live

  • Prerequisites: None

  • Preparation: None

  • Program level: Overview

  • Who should attend: Business owners, CPAs, CEOs, CFOs, controllers, and other finance professionals

  • Category: Specialized Knowledge (1 credit hour)

     

    There is no cost for this Skoda Minotti CPE event, nor is there any cancellation penalty.

     

    Skoda Minotti is a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

     

    In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.

    For questions or concerns regarding Continuing Professional Education; course content, delivery, timeliness, or accuracy of CPE for this event, contact Teresa Conley at tconley@skodaminotti.com or 440-449-6800.

     

    *Registrants for this event will be added to the Skoda Minotti email list. You are free to opt-out of Skoda Minotti emails at any time.