Course

Missoula Chapter: Hot Topics in Investing & Financial Planning: Volatility Diversification & Strategies by Baie Netzer

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Event Details

Thursday, September 19, 2019

12:00pm – 1:00pm
(Registration: 11:45am)

Location

Facility Pending

Missoula

Field of Study

  • Finance

CPE Credit

1 hour CPE credit

Course Code

XCHMSSEP-XCHMSSEP

Level of Knowledge

Basic

Vendor

Missoula Chapter of CPAs

Description

Hot Topics in Investing and Financial Planning – Volatility, Diversification and Strategies, especially how situations like divorces in middle age affect investing and financial planning


When:       Thursday, September 19
Time:          12 -  1pm
Location:   Conference room in the Wells Fargo bank building on Russell St
CPE:           1 hour
Presenter:  Baie Netzer, CFA, CFP, Wells Fargo San Francisco headquarters


Please email RSVPs to Melanie Bengtson at melanie.bengtson@jccscpa.com, by Tuesday, September 17.

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