Provided by Whitlock Wealth Management
When everything started shutting down due to COVID-19, Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC, turned to virtual resources to stay in touch with clients.
Whitlock Wealth knew that many were concerned not only about their physical health and safety but also about how the markets would react and if their portfolios were properly positioned. With the elections looming in the fall, there was a lot of uncertainty. Whitlock wanted to be able to connect with their our clients, the community at large and those that had concerns regarding their investments and financial position.
The team at Whitlock Wealth decided to kick off a virtual Q&A program and invited clients, prospects, and guests to join in each Friday at 12:00 noon. In addition to a brief market update each week, guests can tune in, learn and ask questions about a variety of financial-related themes. Topics have included the Psychology of Investing, Recreating your Tax Picture for 2020, 10 Principles of Long-Term Investing, 8000 Days of Retirement, and more. Guest presenters have included CNBC Contributor Liz Young, Director of Market Strategy, BNY Mellon Investment Management, and Mark Peterson, Director of Investment Strategy and Education for BlackRock, among others.
This Friday, Oct. 23, David Joy, Chief Market Strategist with Ameriprise Financial, will join Whitlock Wealth’s weekly webcast. Learn more about Mr. Joy here.
There is no cost or obligation; all are welcome to join. The webcast is limited to the first 100 participants. The link to the event is tinyurl.com/WWM-Friday-WebCast. To join the event via your phone, call +1 612-351-0276 Conference ID: 533 426 148#.
Learn more at whitlockwealth.com/events or call 877.WHITLOCK.