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Economic Update, Market News, and Industry Outlook

October 12, 2020 @ 12:00 pm - 1:00 pm EDT

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Join us to hear a summary of the economic landscape and outlook on how it may impact your business and clients.

Topics covered will include:

  • An overview of the monetary policies being used by the Federal Reserve
  • The long-term consequences of government intervention into the markets
  • The interaction between the equity markets and the fixed income markets

This webcast is part of our Fuel for Growth: 2020 Webcast Series.

REGISTER

Speakers

Lars Landrie, Principal, Moss Adams

Lars has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets, and achieve their investment goals since 1993. Lars also provides insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group, which sets the policy and procedures for personal financial planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary Analyst, and holds Series 6, 7, 63, 65, and life insurance licenses.

Michelle Walker, Director, Moss Adams

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence. As director of investment strategy, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She is primarily responsible for aligning investment research and analysis in order to serve the needs of our clients. This includes providing perspectives and analysis on specific asset classes, manager strategies, news related to the investment marketplace, and regulatory issues to the IC. Michelle is a CFA® charterholder.

CPE Information

PROGRAM LEVEL:
Basic
CREDITS:
Economics: 1
DELIVERY METHOD:
Webcast
LEARNING OBJECTIVES:

After completing this training, participants will be able to discuss why the Federal Reserve uses various monetary policies during a market crisis; discuss the long-term consequences of government intervention into the markets; and discuss the interaction between the equity markets and the fixed income markets.

PREREQUISITES:
None
REFUND POLICY:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Stephanie Asa at 425-551-5775 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Applicable Industries

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