Wealth Management Strategies for a Volatile Market

Join Herbein Financial Group (“HFG”) and special guest speaker Jon Kline for an exclusive webinar on wealth management strategies for a volatile market. In today's unpredictable financial landscape, managing wealth requires strategic foresight and a deep understanding of market dynamics. This webinar will delve into the complexities of wealth management during periods of market volatility, offering actionable insights to safeguard and grow your assets.

Key Topics We Will Cover:

• Asset-Lifestyle Optimization - A simple model designed to align assets with personalized investment strategies tailored to long-term goals.
• Risk Management Strategies – A walk through of the customized portfolios our advisors build that improve diversification thus mitigating risk, and blend traditional investments with alternative assets, including private market strategies.

Learning Objectives:

• Review risk management strategies to enhance diversification.
• Discuss asset alignment models to address long-term goals.

Who Should Attend:

• Individual investors seeking to expand their understanding of how HFG’s unique partnership and institutional experience can add value to and optimize their portfolios. 
• Wealth/portfolio managers and financial advisors interested in learning about HFG’s unique approach to wealth management.

Secure Your Spot

Don’t miss this opportunity to gain access to the latest market trends and expert commentary from seasoned financial advisors who will share their insights on navigating market turbulence and optimizing wealth management strategies. Register today to secure your place. 

Disclaimer for Client Communication:

Herbein Financial Group is a joint venture between Northeast Financial Group, Inc. (“NEFG”) and Herbein Financial Group, LLC (“HFG”). Investment Management services are provided through NEFG while HFG will provide certain relationship services.

Registration as an investment advisor does not constitute an endorsement of the firm by the Securities Exchange Commission or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. HFG and NEFG only transact business in states where they are properly notice filed or excluded or exempted from notice filing and/or registration requirements. Registration does not imply a certain level of skill or training. A copy of HFG’s and NEFG’s current Relationship Summaries and written disclosure statement discussing their business operations, services, and fees are available upon request from HFG or NEFG or by going to the SEC's website (www.adviserinfo.gov).

HFG and NEFG are each a Registered Investment Advisor registered with the Securities Exchange Commission. This report is for information purposes only and does not constitute a complete description of our services or performance. The information contained in this document is not a solicitation to sell securities or investment advisory services where such an offer would not be legal. Past performance is never a guarantee of future performance.

The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors. Herbein Financial Group, Inc. and its advisors are not authorized to practice law or provide legal, tax or accounting advice. If a numerical analysis is shown, the results are neither guarantees nor projections, and actual results may differ significantly. Any assumptions as to interest rates, rates of return, inflation, or other values are hypothetical and for illustrative purposes only. Rates of return shown are not indicative of any particular investment and will vary over time. Any reference to past performance is not indicative of future results and should not be taken as a guaranteed projection of actual returns from any recommended investment.

Disclaimer for Investment Assumptions and Returns:

The investment assumptions and returns presented in this document are hypothetical in nature and are based on a number of factors, including historical market data, economic forecasts, and the judgment of the investment manager. These assumptions and returns may not be realized in the future, and actual results may vary materially. All investments carry risk, and there is no guarantee of future performance.

Specifically, the following disclaimers apply:

• Historical performance is not indicative of future results. Past performance is not a guarantee of future results, and investors should not assume that any investment strategy will be successful in the future.
• All investments carry risk. There is no guarantee that any investment will generate a positive return or that investors will not lose money.
• Investment assumptions are subject to change. The investment assumptions used to generate the returns presented in this document are based on a number of factors, including historical market data, economic forecasts, and the judgment of the investment manager. These assumptions may change over time, and actual results may vary materially.
• Investment returns are not guaranteed. The returns presented in this document are hypothetical in nature and are not guaranteed. Actual results may vary materially.