About the Course
Introduction
This webinar will examine how inflation, Federal Reserve policy, debt levels, tax law direction, and geopolitical developments are reshaping the financial landscape and directly influencing planning decisions. Our panel of experienced investment professionals will connect economic trends with real world portfolio strategies, highlighting how changing market dynamics, interest rate volatility, and evolving investment structures are affecting both business owners and individual clients.
Description
As traditional planning assumptions are challenged, including the breakdown of the 60/40 portfolio model and increased market volatility, understanding how advisers are adapting asset allocations, incorporating ETFs, and using hedging techniques to manage risk is key. Clients are making high-stakes decisions involving Roth conversions, business sales, debt management, and investment repositioning, while shifting tax policy and economic conditions continually alter outcomes.
Listen as our panel explains how today's economic uncertainty is influencing decisions made from investment shifts and Roth conversions to debt strategies and business exits—and provides practical insight into how to evaluate these choices through both a market and tax lens.
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BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.
Date + Time
- event
Tuesday, July 28, 2026
- schedule
1:00 p.m. ET./10:00 a.m. PT
I. The current economic environment
A. Inflation trends and outlook
B. Federal Reserve policy, interest rates, and liquidity conditions
C. U.S. debt levels, deficits, and fiscal sustainability
D. AI and labor market disruption
E. Other economic shifts
II. Market changes and portfolio implications
A. Breakdown of the traditional 60/40 portfolio model
B. Interest rate volatility
C. Evolution and expansion of ETF strategies
D. Asset allocations
E. Liquidity
III. Risk management strategies
IV. Planning applications
The panel will cover these and other key issues:
- AI's disruption of the labor market
- Evaluating inflation trends and Federal Reserve policy direction, and their impact on planning decisions
- Assessing how rising deficits and potential tax changes affect long-term strategies
- Understanding why the traditional 60/40 portfolio model is no longer effective
- Current ETF trends, portfolio allocations, and hedging techniques
Learning Objectives
After completing this course, you will be able to:
- Identify key macroeconomic factors impacting client financial decisions
- Determine necessary portfolio construction in volatile markets
- Decide how to implement risk management strategies to combat market volatility
- Ascertain the impact of AI on the labor market
- Field of Study:
- Level of Knowledge:
- Advance Preparation: None
- Teaching Method: Seminar/Lecture
- Delivery Method: Group-Internet (via computer)
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
- Prerequisite:
Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of pass-through taxation, including taxation of partnerships, S corporations and their respective partners and shareholders.
BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.
BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .
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