Total Credits: .75 including .75 AOA Category 2-A Credit
Title: The Coming Bear Market: How to Weatherproof Your Portfolio
Presenter: Larry Pershing, CFP
Learning Objectives
By the end of this session, participants will be able to:
1) Understand how to build a portfolio designed to weather market downturns.
2) Understand which types of investments are better suited for market upswings and downswings.
3) Understand how bear markets are not a time for fear, but rather opportunity, and how to take advantage.
Faculty Disclosure Declaration Statement
This presenter has no conflict of interest or disclosure to declare of any financial interest or other relationship with any commercial entities discussed in this educational presentation.
Accreditation Statement
This educational presentation was developed according to the planning, design, implementation and evaluation standards of the accreditation requirements for category 1 CME sponsors of the American Osteopathic Association (AOA). The Indiana Osteopathic Association (IOA) is accredited by the AOA to provide osteopathic continuing medical education for physicians.
Grievance Policy Statement
If you have any questions or concerns about this educational experience, you may call the IOA office at (317) 926-3009 or send an email message to info@inosteo.org. All questions or concerns will be addressed promptly.
| Ready-Next-Bear-Market Power Point (1.22 MB) | Available after Purchase | ||
Mr. Pershing is a Financial & Investment Associate at MEDIQUS Asset Advisors, Inc. He splits his time between meeting with clients to help them achieve their financial goals and developing solutions in the financial planning and investment management departments to solve wealth management and institutional client needs. He is also a frequent speaker at various venues including national specialty medical society events, state or county medical society sessions and educational programs sponsored by hospital organizations and medical schools. A Certified Financial Planner ™ certificate holder, Mr. Pershing graduated from Indiana University in Blooming, IN, with a bachelor’s degree in economics. In addition, he is a registered investment advisor and holds various security and insurance licenses.
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