2609 Wealth Preservation in Volatile Times
Multi-week in-person | Registration opens 4/1/25 10:00 AM
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.