This webinar will be a guide from subject matter experts on how to manage your personal finances during a time of extreme volatility and position yourself to take advantage of opportunities.
Presentation to include:
- Outline of this bear market in comparison to historical market data
- Family planning items to consider and steps to take
- Evaluating your risk & return profile
- Tax updates and considerations
- Q&A Session
Webinar to be hosted by:
Austin Reynolds, CFA - Investment Manager with Tolleson Wealth Management
Kevin McNally, CPA - Principal of McNally CPA
Vince Manna, CFP®, CIMA® - Wealth Advisor with Bank of Texas Private Wealth
Conference call details to be shared with registrants on 4/7/20.
Ibex Club is a non-industry specific club based in Dallas, Texas that is open to all focused, driven, and high character young men.
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Ibex Club, Incorporated, a non-profit organization benefiting Youth Entrepreneurs®
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