In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of:
- Current market conditions
- Market valuation
- Leadership trends
- Our current allocation and strategy
Jim Bell, CFP®, President & Founder, Chief Investment Officer
Laurent Harrison, CFP®, Senior Investment Advisor, Financial Planner
If you are a client and want to attend, call us at 1.800.700.0089 for registration info.