About the Program: Heighted market volatility from 2020 has spilled over into 2021. From COVID-19 uncertainty to the impact of active retail investors on financial markets, volatility will likely remain elevated for the foreseeable future. Keeping clients invested through these choppy markets is challenging. Harbor Capital Advisors wants to equip advisors and their clients with strategies to avoid emotional decisions and behavioral biases that plague many investors. Join Ross Frankenfield, of Harbor Capital Advisors, for a robust discussion and actionable insights designed to help advisors navigate the uncertainty and create better outcomes for clients.
About the Speaker: Ross Frankenfield is a managing director at Harbor Capital Advisors, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
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