Financial Advice in a Covid World
Thursday, July 9 at 11am
Join this expert panel that includes a retail investor, an author and a financial advisor as we discuss the new issues that affect everyone’s wealth in a Covid world.
Moderator: Editor-in-Chief of Main Street Magazine, Thorunn Kristjansdottir, moderates a panel exploring the new issues that face retail investors from three unique perspectives.
Panelist: Author of The Truth Shall Set Your Wallet Free: Secrets to Finding the Perfect Financial Advisor, and CEO of MyPerfectFinancialAdvisor, Nicholas W. Stuller explains the advisor landscape, how it has changed over past major events and how it will change due to Covid.
Panelist: Individual investor Judy Gafney shares her journey of using a financial advisor, how she recently changed advisors and her views on today’s financial landscape.
Panelist: Financial Advisor and Managing Director of Dorchester Advisors, Dushyant Pandit discusses how the new digital reality impacts the advisory relationship and how he sees the Coronavirus impacting the greater economy.