Earn CE Credit | Key insights for financial planning in 2025
| | | 60 Days of Change: Q1 Review and Q2 Outlook Amid a New Administration |
|
|
|
| | DATE:
Tuesday
March 25, 2025 |
|
| | TIME:
2:00 PM ET
11:00 AM PT |
|
|
|
|
In just 60 days, we’ve witnessed notable policy shifts and evolving market signals—some loud, some subtle—that offer key insights for long-term financial planning.
Join Dan Egan, VP of Behavioral Finance & Investing, and Nick Holeman, CFP®, Director of Financial Planning at Betterment, for an insightful discussion on how the early impact of the new administration is shaping investor sentiment and strategic planning for independent RIAs.
This session will help you:
Analyze early policy impacts and their potential influence on future trends. Separate noise from meaningful market shifts to guide client conversations. Leverage behavioral finance insights to address emotional decision-making. Implement client-focused strategies to strengthen financial plans in uncertain times. Anticipate what’s ahead as we move further into the year. Don’t miss this opportunity to gain practical, data-driven strategies for navigating today’s market environment. |
|
|
|
| EARN CE CREDIT | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
| | |
|
|
|
| | | Dan Egan VP of Behavioral Finance and Investing Betterment |
| | | Nick Holeman, CFP®, MSBA, CDAA Director of Financial Planning Betterment |
| | | Devon Klumb, CFP®, BFA™ Head of Sales Betterment |
| | | Davis Janowski SeniorTechnology Editor WealthManagement.com |
|
|
|
| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
|
|
|
|
