Risk Avoidance Techniques for Financial Advisors

October 4, 2011
Fox Rothschild LLP
Webinar

If the markets continue their downward spiral, how much can we expect to lose? How does our return measure against the potential losses?

Join us for this practical webinar designed for executives responsible for monitoring, measuring and controlling risks. Whether you must deal with or are a regulator, board member or senior management, our presenters will highlight a number of best practices, including:

  • Advising investors who want to take unnecessary risk to meet their monthly obligations
  • Protecting yourself when your client takes undue risk
  • Understanding your role in identifying, monitoring and remediating risk
  • Managing risk in difficult markets

Download Presentation

Speakers:

Joshua Horn, Esq.
Eric E. Reed, Esq.