WEBINAR

Know Your Funds - Lessons Learned & The Future of Investing

Featuring - Dynamic Funds

David Fingold, Vice President & Senior Portfolio Manager

Know Your Funds -

Lessons Learned & The Future of Investing

Thursday April 2, 2020 | 12:00pm EST

Mark Dziedzic

Regional Vice President, Investments - iA Financial Group

David Fingold

Vice President & Senior Portfolio Manager - Dynamic Funds

Join Mark Dziedzic and guest speaker David Fingold this Thursday for insight on navigating through market volatility using insight from the past and preparing your clients portfolios for future gains.

·    Portfolio Samples based on Investor Profile

·    EVO Savings - electronic applications

·    Client Conversations

1.00 CE Credit