Wealth Management Strategies for a Volatile Market

Event Details:

• Date: Tuesday, October 22, 2024
  Time: 11:00 a.m. to 12:00 p.m. ET

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 Include:

• 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. 

*Disclosure: Please note, some of the investment strategies mentioned above require the client to be an Accredited Investor or a Qualified Purchaser. These investments may not be suitable for everyone. For more details, please refer to Herbein Financial Group's Disclosures.