2609 Wealth Preservation in Volatile Times
Multi-week in-person | Available
Need help navigating the investment universe in today’s volatile times? We will discuss increasing income as well as preserving and protecting our savings and investments. We will also discuss how a challenging economic environment will impact the markets and our investments. We will learn how to distinguish between “good” and “bad” investments and cover estate and retirement account protection strategies.
Moderator: Edward Apfel is a First Vice President and Financial Planning Specialist at Morgan Stanley with 29 years of experience. He received his bachelor’s degree from UC.