LIVE WEBINAR

Alternatives: When Are They The Right Tool For The Right Job?

Thursday, August 22, 2024 · 10:00 a.m. · 1 hour 0 minutes

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Alternative investments encompass a wide range of strategies. Join Annex Wealth Management's Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Annex Private Client, Brandon Lehman, CFP® as we discuss what alternative investments are, the risks associated with them, and how they can be used in a portfolio.

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist

Brandon Lehman, CFP®, Director of Annex Private Client

Webinar: Alternatives: When Are They The Right Tool For The Right Job? by Annex Wealth Management

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