Webinar - Session 1: Investing in Stocks - Are They Right for Your Portfolio?
This will be the first of a series of Zoom interactive webinars on topics in financial planning organized and led by Dan Beck, CFA, and Cicely Jones, both financial advisors with Equitable Advisors.
In Session 1 - Investing in Stocks - we will discuss when and why it can make sense to invest in stocks, historical stock market returns and volatility, forecasting models of the stock market, and how a stock allocation should be constructed for an individual client portfolio. We will also discuss practical elements of implementation.
Thursday, April 9, 2020
7 pm - 8:30 pm
Registration is closed
Dan Beck, CFA, is a Financial Consultant with Equitable Advisors, where he has worked for the last four years. Prior to his work at Equitable he ran a fundamental value investment partnership for four years, and he has also worked at State Street Bank, Parnassus Investments, and Starwood Capital Group. Before his career in finance, Dan was a naval officer, and did three deployments to the Persian Gulf on a destroyer and cruiser. He volunteers weekly with One Vet One Voice, an organization that connects veterans with services they are eligible for in the areas of housing, employment, healthcare and education. He is a CFA Charterholder, taught in the CFA Society of San Francisco review course for eight years, currently teaches a class in Behavioral Finance at the graduate level at the University of San Francisco, and is Series 7 and 66 licensed. He holds an MBA from Harvard Business School, an MA in History from the University of Maryland, and a BS, with Honors and with Distinction, from the United States Naval Academy. Dan loves his job as a Financial Consultant so much that he never plans on retiring.
Cicely Jones is a Regional Vice President, District Manager with Equitable Advisors, where she has worked for the last four years assisting educators/non-profits, real estate agents, and small businesses in helping them protect their financial well-being. In her first full year of production as a financial consultant she was the highest producer in her 25-person district. She was also the first woman promoted to management in the Equitable Northern California branch in over 20 years and currently manages a team of six financial advisors. She volunteers with the Make A Wish Foundation, Dress for Success, and the North Bay Medical Foundation. She holds a BA in Economics, with Honors, from UC Santa Barbara. Cicely loves working as a Financial Consultant and also loves to travel so much that her future plans are to work for half the year and travel for the other half.
Zoom Meeting (dial-in information will be send on Thursday at 12pm to those who RSVP)
Please make sure you are all set to use Zoom before you join the conference (log-in the day before to try it out). The event will start on time. Click here to "GET STARTED" on ZOOM.