Webinars

With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.

UPCOMING WEBINARS


TBD

PAST WEBINARS


Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020

Some of the topics Matt covers in this webinar include:

  • Recession risks facing the U.S.
  • State of the consumer
  • Health of the jobs market
  • What the leading indicators are telling us
  • Our expectations for the stock market for the rest of 2019

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in the third quarter of 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for the remainder of the year.

Date: October 17th, 2019


Second Quarter 2019 Market Recap and Outlook: Historically typical volatility returned in the second quarter of 2019. This volatility resulted in a pullback in excess of 6% in the S&P 500 during the month of May before recovering, then finishing near all-time highs by the close of June.

Influencing factors included:

  • Uncertainty surrounding U.S.-China trade relations
  • Future Federal Reserve interest rate policy
  • The state of the U.S. and global economies

Matt Wilson, CFP® discusses what drove the markets performance for the 1st half of 2019 and what to expect for the rest of the year.

Date: July 25, 2019


2019 Market Update and Commentary: Matt Wilson, CFP® takes a look back on the first quarter of 2019 year and share his thoughts on what we may expect for the remainder of the year.

How Tax Planning Changes Through Four Stages of Retirement 

Date: April 3, 2019