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Portfolio Workshop: Navigating Volatile Markets

Join Certified Financial Planner, Justice Smith, in the Canvas Room for a Portfolio Workshop on How to Navigate Volatile Markets.

Topics To Be Discussed:
• How to Navigate Volatile Markets
• Education on Treasury Securities
o Treasury Bills/ Treasury Notes
o Inflation Bonds
• Higher Interest Rate Impacts on Portfolios
• Risk Tolerance vs. Risk Capacity
• Review & Morningstar® Snapshot Analysis of Portfolio
• Alternative Investments

Justice Smith is a CERTIFIED FINANCIAL PLANNER™ that is Series 7 & 66 registered.
As a registered financial professional Justice has a passion for working with both pre-retirees & retirees to help them plot a course through retirement. His goal is to form meaningful relationships with clients that will allow him to tailor a plan for every unique situation. Justice has grown up in Montgomery County all his life and enjoys serving his community.
Education:
Justice received his Bachelor’s of Science degree in Finance (FIN) with a minor in Accounting (ACCT) from the College of Business and Public Management at West Chester University.
While at West Chester University Justice was a member of the Football Team (Linebacker)
Office Location: 1800 John F. Kennedy Blvd. Suite 300, Philadelphia, PA 19103 Phone: 484-571-9242
Email: Justice.Smith@CeteraWealth.com
Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered

Portfolio Workshop: Navigating Volatile Markets

calendar icon 2 November, 2022

alarm icon 12:00 pm - 1:00 pm

map icon Canvas Valley Forge, 101 Bryce Lane, King of Prussia, United States, 19406

Price: Free

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