5023 Wealth Preservation In Volatile Times
Multi-week in-person | Registration opens 1/6/26 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 30 years of experience. He received his bachelor’s degree from UC.