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Guiding Clients through Market Volatility by Leveraging eMoney and Riskalyze
Market volatility feels less alarming when clients are prepared to face it. Advisors aiming to alleviate client anxieties are prepared to show clients the difference of performance versus risk and how essential it is to stick with their plan —through market ups and downs—and how a hasty decision today could have a long-term impact on their financial success.

In this webinar, hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.

Apr 23, 2020 03:00 PM in Eastern Time (US and Canada)

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Speakers

Connor Sung, CFP®
Manager, Financial Planning @eMoney Advisor
Matt Fritsch
Director of Channel Marketing @Riskalyze
René Nourse, CFP®
Founder/CEO and Financial Planning Pro @Urban Wealth Management