An up-to-date financial plan, when combined with a partnership with a seasoned financial advisor, typically delivers better outcomes, more peace of mind, and a greater ability to absorb external shocks such as the current COVID-19 pandemic.
BETHESDA, Md. (PRWEB) May 04, 2020
Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, will host an educational webinar, “Financial Planning & COVID-19: What You Need to Know,” on Thursday May 7 at 2:00 p.m. EDT.
In this complimentary, hour-long interactive presentation, Rebalance Vice President of Investment Advice & Director of Financial Planning Christie Whitney, CFP® will review the following topics:
● Financial planning fundamentals
● How a good financial plan can change your life
● COVID-19 and how to prepare for economic emergencies
● An introduction to the Rebalance COVID-19 & Investing Resource Center
“A well-developed financial plan is the cornerstone of a prudent financial life,” said Rebalance Managing Director Scott Puritz. “What our clients tell us is compelling: An up-to-date financial plan, when combined with a partnership with a seasoned financial advisor, typically delivers better outcomes, more peace of mind, and a greater ability to absorb external shocks such as the current COVID-19 pandemic.”
Register to attend “Financial Planning & COVID-19: What You Need to Know” at bit.ly/FinPlanWebinar.
Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally diversified investment portfolios, and systematic rebalancing.
The Rebalance Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM's $100+ billion in retirement investment funds for more than 300,000 employees worldwide.
Rebalance is headquartered in Palo Alto, CA and Bethesda, MD, and currently manages more than 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.