Virtual Fireside Chat with Liz Ann Sonders
Virtual Fireside Chat with Liz Ann Sonders: Utilizing Key Economic and Market Insights to Enhance the Wealth Management Advisor/Client Relationship
You are invited to join Columbia University's Master of Professional Studies in Wealth Management program for a virtual fireside chat with Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc. Join Sonders and moderator Philipp Hecker as they discuss the economy, markets, and how financial advisors can successfully introduce these important topics into conversations with their clients.
Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.
Topics of Discussion Include:
- The Current and Future State of the Economy
- Outlook for Corporate Earnings, Profit Margins, and Valuations
- Important Takeaways for Investors and their Advisors in this Market Environment
- Economic and Market Indicators that are Fundamental Discussion Points for Client Conversations
- Recommended Resources for Discussing the Economy and Market with Clients
This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.
During the event, Philipp Hecker and Liz Ann Sonders shared a list of recommended readings and podcasts.
Readings:
Reminiscence of a Stock Operator
Podcasts:
Speakers
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