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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.
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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