Strategies to Deploy During Volatile Markets - CLIENTS and GUESTS ONLY

Join Financial Planner and Advisor Timothy Monty, as he shares tactical and behavioral strategies to gain clarity and confidence in these times of market volatility.

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Time & Location

May 06, 2020, 12:00 PM – 1:00 PM EDT


About the Event

COVID-19 may have impacted your job, your business, your retirement plan and/or your family budget. Now is the time to think about the success strategies you can implement to survive this crisis, as well as protect yourself against market volatility in the future. 

Tim will discuss why investors make the decisions they do and how to break the behaviors that hinder financial success. He'll answer the most common questions he's getting these days, including "Is a ROTH Conversion right for me?", "Should I reallocate my assets?" and "What questions should I be asking my financial advisor?"

After a quick presentation, Tim will open it up to the heart of this event - your questions and discussion. Your stories of financial fears, strategies, successes and even failures will resonate with someone else on the call, and we want to talk through all of it with you. 

It's time to think about where we are right now and how we take real tactical steps right now to survive and even THRIVE when the dust settles. 

We look forward to seeing you on Zoom!


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