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Wealth Management: Investing in Times of Uncertainty
September 17 @ 11:00 AM - 12:30 PM MST
The world has experienced a massive shift in the past few months. The global pandemic has heavily affected the way we do business and has created uncertainty in the way people think about investing their money. Wealth managers are adapting to new ways on how to best advice their clients and how to manage these relationships working from home — all while struggling with a sluggish economy.
What advice can wealth managers impart in difficult economic times? Should we be looking for alternative ways to invest?
Join Desert Financial Credit Union and the C-Suite Network in a joint, collaborative event aimed at:
– Should we be investing right now
– What strategies to implement
– How to remain proactive
– How to better communicate with clients during uncertain times