Earn CE Credit | Discover Client-Focused Strategies for Uncertain Markets

60 Days of Change: Q1 Review and Q2 Outlook

Amid a New Administration

DATE:
TODAY
March 25, 2025

TIME:
2:00 PM ET
11:00 AM PT

In just 60 days, we’ve witnessed notable policy shifts and evolving market signals—some loud, some subtle—that offer key insights for long-term financial planning.

Join our webinar today, where Dan Egan, VP of Behavioral Finance & Investing, and Nick Holeman, CFP®, Director of Financial Planning at Betterment, will lead an insightful discussion on how the early impact of the new administration is shaping investor sentiment and strategic planning for independent RIAs.

This session will help you:

Analyze early policy impacts and their potential influence on future trends.
Separate noise from meaningful market shifts to guide client conversations.
Leverage behavioral finance insights to address emotional decision-making.
Implement client-focused strategies to strengthen financial plans in uncertain times.
Anticipate what’s ahead as we move further into the year.

Don’t miss this opportunity to gain practical, data-driven strategies for navigating today’s market environment.