The State of Investing Today | FREE for ISCPA members

Overview

This event is only available to ISCPA members. Not an ISCPA member? Join today!

Designed For

All CPAs.

Objectives

With ongoing market volatility, rising interest rates, and shifting economic conditions, it’s easy to feel uncertain about how to move forward. This presentation will help cut through the noise and offer clear strategies to make confident financial decisions. Uncover how to take full advantage of company retirement plans while balancing savings for other life priorities. Learn how to build long-term wealth in a tax-efficient manner, with a focus on making informed investment choices. Emphasis will be placed on the importance of diversification, risk management, and maintaining discipline - key principles that remain essential in any market environment. Whether you're just getting started or reevaluating your approach, this session will provide actionable insights to help you invest with purpose and clarity.