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The Coming Bear Market: How to Weatherproof Your Portfolio


Total Credits: .75 including .75 AOA Category 2-A Credit

Average Rating:
   4.2
State Associations:
IOA - Indiana
Faculty:
Larry Pershing, CFP, CFP
Duration:
40 Minutes
Expiration:
Never expires.


Description

Title:  The Coming Bear Market:  How to Weatherproof Your Portfolio

Presenter: Larry Pershing, CFP

 

By the end of this session, participants will be able to:

1)  Understand how to build a portfolio designed to weather market downturns.

2)  Understand which types of investments are better suited for market upswings and downswings.

3)  Understand how bear markets are not a time for fear, but rather opportunity, and how to take advantage.

 

The Indiana Osteopathic Association (IOA) is accredited by the American Osteopathic Association to provide osteopathic continuing medical education for physicians.  The IOA designates this program for a maximum of 0.75 AOA Category 2-A credits and will report CME and specialty credits commensurate with the extent of the physician's participation in this activity.

It is the policy of the IOA that any physician dissatisfied with the CME program will be issued a refund upon request, and no CME credits will be reported to the AOA.  Complaints on Evaluation Forms also are taken into consideration when planning future CME programs and may lead to changes in the format or content.

 

 

Handouts

Faculty

Larry Pershing, CFP, CFP's Profile

Larry Pershing, CFP, CFP Related seminars and products: 1


Mr. Pershing is a Financial & Investment Associate at MEDIQUS Asset Advisors, Inc. He splits his time between meeting with clients to help them achieve their financial goals and developing solutions in the financial planning and investment management departments to solve wealth management and institutional client needs. He is also a frequent speaker at various venues including national specialty medical society events, state or county medical society sessions and educational programs sponsored by hospital organizations and medical schools.  A Certified Financial Planner ™ certificate holder, Mr. Pershing graduated from Indiana University in Blooming, IN, with a bachelor’s degree in economics. In addition, he is a registered investment advisor and holds various security and insurance licenses.


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