This just in: CEO Chris Shuba in Financial Planning

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Join us for a deep dive into today’s economic data, how our current environment compares to past recessions, and how to take a holistic look at the economy. As always, we take all this complex data and distill it in a simple way that provides great talking points for clients. Join us for a discussion on:

  • What today’s economic data is telling us about the likelihood of a recession
  • How the current investing environment measures up to past bear markets
  • Why approaching the economy from a holistic perspective is best for your clients (and you!)

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