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Navigating The New Economy

Times of change bear the risk of BIG mistakes but also BIG opportunities. When you have a plan for the unexpected, it allows you to be financially prepared and to think more clearly when change occurs. In this presentation, Fran McKay, CFP® reviews where the economy is now, looks at the risks unfolding and highlights potential opportunities for investors. 

  • Economic implications of the Coronavirus crises
  • Steps investors can take to dial down risk
  • Potential opportunities to leapfrog wealth

Navigating the New Economy slides.pdf

When I can be of service to you and your family, send an email to fran@catalystwealthplanning.com or use my online calendar to schedule an introductory phone call.