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Ibex Club - Personal Finance Webinar

  • 8 Apr 2020
  • 5:00 PM - 6:00 PM
  • Virtual Meeting


Registration is closed

This webinar will be a guide from subject matter experts on how to manage your personal finances during a time of extreme volatility and position yourself to take advantage of opportunities.

Presentation to include:

- Outline of this bear market in comparison to historical market data

- Family planning items to consider and steps to take

- Evaluating your risk & return profile 

- Tax updates and considerations

- Q&A Session

Webinar to be hosted by:

Austin Reynolds, CFA - Investment Manager with Tolleson Wealth Management

Kevin McNally, CPA - Principal of McNally CPA

Vince Manna, CFP®, CIMA® - Wealth Advisor with Bank of Texas Private Wealth

Conference call details to be shared with registrants on 4/7/20.

Ibex Club, Incorporated, a non-profit organization benefiting Youth Entrepreneurs®

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