
Webinar: What Should Investors Do Now?
In the face of heightened inflation, rising interest rates, recessionary threats, and global turmoil, even well-diversified portfolios have been taking a hit. What’s an investor to do?
Throughout the year Cogent Strategic Wealth, regularly hosts events for all investors to learn about current financial events.
During these Cogent Strategic Wealth virtual events, you’ll hear from top financial industry experts on topics like Wealth Management, Financial Planning, Securing Your Dream Retirement, and the Mindset Needed to Achieve Your Financial Goals.
We’d love to see you at one of the upcoming Cogent Strategic Wealth events. Check the events below to see what’s coming up next.
In the face of heightened inflation, rising interest rates, recessionary threats, and global turmoil, even well-diversified portfolios have been taking a hit. What’s an investor to do?
Research shows that putting together a Life Plan increases the odds that you have a successful transition or the retirement that you deserve. Watch our recent webinar to learn how to get started on that plan.
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor presented this webinar for the Junior League of Chicago. Kelly offers action steps to improve on your financial well-being.
Join our upcoming conversation when Michael Evans speaks with Ari Levy, MD, MBA. There are many parallels between wealth management and WELLth management. Both require a custom plan that takes into account where you are and where you want to go.
If you have parents that are getting up there in their years, preparing and making decisions on their care before it becomes crisis mode can avoid creating difficult, time-consuming and expensive problems for their spouses and adult children.
If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a great way to mitigate risks and bring peace of mind to your family.