Quarterly update with brief overviews of equity and fixed income markets, the economy and industry trends. While we can’t control the markets, we can understand the factors affecting them and their implications.
This session will cover the current market environment, historical perspective and planning for the future.
David Borberg, CFA - Client Portfolio Manager
Sam Ahern - Regional Vice President
Mr. Ahern supports each Waddell & Reed advisor’s practice in his region through increased product knowledge, educating on all Ivy products, as well as a range of value add programs. His commitment to Waddell & Reed advisors serves to assist in
building an advisor’s practice with the latest product, market and practice management insight.
This event is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. (04/21)
Date and Time
Wed, Apr 14, 2021
5:00p - 6:00p MST