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Webinar: FPA DFW Zoom Chapter Meeting (1 CE)
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Webinar: FPA DFW Zoom Chapter Meeting (1 CE)

 Export to Your Calendar 6/16/2020
When: June 16
8:00 - 9:00 AM
Where: Zoom
United States
Contact: FPA DFW


Online registration is available until: 6/16/2020
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Join us online from the comfort of your home for our next chapter webinar on ZOOM.  ZOOM dial in instructions will be sent prior to the event to everyone who registers online.

 


CE CREDITS

 

 

CFP CE Credit:  1.0 

CPA CE Credit:  1.0 
CIMA CE Credit: 1.0

 

 

MEETING FEES

 


FREE $0

FPA Members

Corporate Partners

Season Ticket Holders


$ 25.00

Non-Members

 

 


DETAILS

 

 

Economic & Market Review 

 

Martin Landry, CFA, CFP®, CAIA, CIMA®, CTFA, CIPM, AIF®
Director, Portfolio Management Group - Avantax Wealth Management

 

The "U-word". Sprinkled into every newscast, article, and conversation since the discovery of COVID-19, we have to wonder just how much of what we've seen has truly been "Unprecedented." While every market movement is unique in its own way, how might we analyze the past to help direct and, often even more so, comfort our clients through these trying times? Martin would like to share with you a snapshot of this first quarter of 2020, but in a historical context, sharing plenty of bullet points that you can take back to your end client. He'll reiterate some of what we already know, but which we can always use to be reminded of in dire times, and with example after example for you to choose those with which you're most comfortable relating to each of your personalized plans. The resilience of the U.S. stock market, the difficulty of market timing, and side-by-sides to help you visualize the different asset classes in their past and current states. You will get to experience a deep dive into data compiled by our friends at Russell Investments, with color commentary from our own Martin Landry. All of this will be shared in the context of how to encourage your financial planning clients to continue to stay-the-course as needed, reviewing and renewing your ability to add value to their financial picture. You may have had to protect your clients from external pressure to sell out of their well diversified portfolio at the end of March, and Martin will share his insights on today and beyond so that you can continue to guide your clients through the fear and temptation represented by today's volatility. In fact, he'll show you how your dedication to leading with a plan and putting your clients' best interests first have set you apart from the crowd more so now than ever.

 

Martin Landry, CFA, CFP®, CAIA, CIMA®, CTFA, CIPM, AIF®, Director, Portfolio Management Group and Senior Portfolio Manager — Martin Landry is the manager of the PMG and a senior portfolio manager at Avantax, where he oversees the planning, execution and success of the PMG, a role that includes implementing the IMS Select and RMS Select Portfolios discretionary model portfolios. Martin has over 20 years of investment experience. He began his career at Avantax in 2010 and previously served as an investment due diligence analyst and a portfolio manager prior to stepping into his current position in 2016. Martin received his Bachelor of Science degree in communications from Texas A&M University — Commerce and his Master of Business Administration degree in management from the University of Texas at Tyler. After a 14-year career in broadcast television news as a video photojournalist, reporter, editor and producer, Martin was drawn to the financial services industry because of his interest in how the capital markets work and his desire to help others make sensible decisions regarding their savings and investments. He sees the responsibility of his current role as an important and humbling endeavor and appreciates the trust and care it entails. Before joining Avantax, Martin gained experience in the industry as a financial consultant at Merrill Lynch, a portfolio manager at Bank of America and as a senior investment analyst at GuideStone Capital Management. He is a member of the CFA Society of Dallas-Fort Worth, the CFA Institute, the CIPM Association, the Investments & Wealth Institute, the Texas Chapter of the CAIA Association and the Dallas chapter of the Financial Planning Association. He holds the Chartered Financial Analyst® designation and has passed the FINRA Series 7 and 66 exams.

 

 

 

 

 

 

 

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