The State of Investing Today | FREE for ISCPA members

Overview

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

Highlights

Tune in for a session hosted by Derek Hertges with Aligned Wealth Advisors. The State of Investing Today is shaped by ongoing market volatility, rising interest rates, and shifting economic trends that can leave many investors feeling uncertain. This presentation will cover how to take advantage of company retirement plans, how to save for other priorities, and how to build wealth tax-efficiently. We will also discuss practical strategies for investing wisely in today’s environment with a focus on diversification, risk management, and staying disciplined.

Designed For

All CPAs.