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Investment Planning Knowledge Circle: 2021--Navigating the Economic and Financial Waters in Today's Uncertain Environment

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Includes a Live Event on 01/26/2021 at 1:00 PM (MST)

A review of the key themes that are impacting investors, the economy, and the financial markets

  • Charles provide a perspective on the economy and markets that not only educates but provide advisors with actionable bullet points they can use in discussions with clients

Charles Sherry, M.Sc.

Principal

Financial Jumble

Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media. 

He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.

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Investment Planning Knowledge Circle: 2021--Navigating the Economic and Financial Waters in Today's Uncertain Environment
01/26/2021 at 1:00 PM (MST)   |  60 minutes
01/26/2021 at 1:00 PM (MST)   |  60 minutes A review of the key themes that are impacting investors, the economy, and the financial markets
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available