posted on April 28th 2020 in Webinars with 0 Comments /

In light of the COVID-19 crisis, a number of financial concerns are on everyone’s minds. What’s going to happen next? What should we do to respond?

We can’t predict the future and can’t be certain about financial forecasting. Morgan Smith, CFP® and advisor at WorthPointe, explores that topic as well as the risks and opportunities that are before us in this market. You can watch this video update here.

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.

Learn More and/or Contact Morgan

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Risks, Opportunities And Relief — A Financial Update From Morgan

April 28, 2020 - In light of the COVID-19 crisis, a number of financial concerns are on everyone’s minds. What’s going to happen next? What should we do to respond? We can’t predict the future and can’t be certain about financial forecasting. Morgan Smith,...
Continue Reading

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