Strategic Portfolio Planning in an Evolving Global Investment Environment

Thursday 18th of April 2024 @ 08:00 AM

CPD Hours: 1, for live attendance for the duration



Date: Thursday 18th April 2024  |  Time: 8am – 9am  |  Speaker: Dr. Don Walshe, Insignia Financial



Dr. Don Walshe, financial economist and investment strategy researcher will explore the nuances of strategic portfolio planning in today’s dynamic investment landscape, focusing on macro-financial trends, evolving policy environments, and alternative sources of return. CFP® professionals will gain valuable insights into effective diversification and risk management strategies, along with practical financial planning takeaways to navigate medium-term challenges and achieve adequate return and diversification.