Beyond Wealth is excited to offer our 7th year of CPE Programs

CPE: Financial Markets Year In Review and Outlook - December 17, 2019

Registration: Click Here to Register

We are offering a CPE program reviewing the financial market’s performance for and looking to see what’s ahead for investors in 2020. Over lunch we cover the following topics:

Review: This year has been a strong year for most investments. We will cover how different asset classes have performed over the past year and look into what influenced their performance.

Events Impacting Local Companies: There have been some significant events at local publicly traded companies that could affect your clients. We will review several examples and possible tax implications.

Outlook: Will the rally for stocks continue into 2020? We will provide our outlook for stocks and other asset classes for the upcoming year with a presidential election cycle ahead.

Program Location:

When:                   Tuesday, December 17

Time:                     11:45 PM to 1:00 PM

Where:                 Hereford House Leawood
5001 Town Center Dr.
Leawood, KS 66211

Learning Objectives: Review the financial market performance for 2019 and look at the outlook for 2020 for different asset classes. Review special situations at widely held local companies' events from a tax perspective.

Instructor: Andrew Comstock, CFA—Principal Beyond Wealth
Andrew has over two decades of experience as an analyst and portfolio manager for individual and institutional clients. He is a CFA Charterholder and a member of the KC CFA Society.

Registration: Registration is available using this link, by telephone at 913-871-7980 or email Andrew Comstock at Andrew@beyond-wealth.com. There is no cost for this program and lunch will be provided. Please register by Friday, December 13th.

Program Information: Participants will earn 1 CPE credit for attending.

Prerequisites: There are no prerequisites for this program.

Who is the program for? CPAs who advise or prepare taxes for individuals, small business owners or businesses.

Advance Preparation: No advanced preparation is required.

Program Level: Overview

Delivery Message: Group-Live

Program Policy: For information about complaints or program cancellation policies, please contact Beyond Wealth’s office at 913-871-7980.