Megatrends - How to Include them in your Portfolio

Online via Zoom

Presented by Gerald A. Townsend, CPA/PFS/ABV, CFP®, CFA®, CMT

Megatrends are fundamental shifts in technology, culture, the environment, or other conditions that are developing and moving with inexorable force.

  In this webinar Gerald will:

  • Outline some of the megatrends transforming our world.
  • Drill into various platforms for growth within these megatrends.
  • Discuss strategies to include these themes in your investment portfolio.

There will be an opportunity to ask questions.

For those who cannot attend, the presentation will be posted to our website.

Questions?  Please call (919) 782-9689 or email .