Past Event

Webinar | Financial Health Series: The Need for Alternatives in Today’s Market Environment

Tue. September 21, 2021 2:00 pm - 3:00 pm !Online

Please join CLA for their complimentary financial health webinar series for individuals | This webinar will provide insights on how investors can effectively navigate the markets despite policy uncertainty. In light of Senate passage of the infrastructure bill (and the anticipated increase in government spending), we will discuss what you should be doing to position your portfolio for the future. Join us for a panel discussion focusing on the infrastructure, real estate, and credit markets.

TOPICS:
• To describe the market environment we are in today
• To identify alternative investment options to help reach your investing goals

Who should attend
This session is designed for individuals interested in market, economic, and tax updates.

SPEAKERS:
• Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
• Rebecca Moore, Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Carey Heyman, Managing Principal of Industry, CLA
• Chad Sanderson, Senior Principal, The Bascom Group
• Andrew Werner, Vice President, CBRE Global Investors
• Kevin Miller, CEO, Thorofare Capital

TIME:
Tuesday, September 21, 2021
2:00 p.m. - 3:00 p.m. EDT

CPE
Recommended CPE: 1 credit, Economics
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

REGISTER HERE

Compliments of CliftonLarsonAllen - a member of the EACCNY.

Important disclosure information from CliftonLarsonAllen: Wealth Advisory Disclaimers