Financial Strategies in a Rising Rate Environment
As interest rates continue to creep higher, many investors are seeking strategies to immunize their balance sheet from the impact of rising rates and more volatile capital markets. In this informative webinar, our panel will help you evaluate both sides of the equation to uncover the latest strategies to employ due to these changing tides.
So whether you are interested in maximizing yield with fixed income opportunities or are a real estate investor who is grappling with higher priced debt, you won’t want to miss this informative webinar
Date
Wednesday, May 18, 2022
Time
9:00 AM to 10:00 AM (PT)
Registration
If you have any questions, we're here to help.
Please contact your relationship manager or visit The Private Bank if you would like additional guidance or information.
Moderated by:
Steve Sherline, CFP®
Private Wealth Management
Executive
Union Bank, The Private Bank
NMLSR #829576
Featured Speakers:
Greg Haendel, CFA®
Fixed Income Executive
Union Bank, The Private Bank
Ashley Russell
Private Mortgage
Producing Sales Manager
Union Bank
NMLS ID #840779
Stephen Russell
Head of Interest Rates
Derivatives
Union Bank
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Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Financial Analyst® is a designation given by the CFA Institute that measures the competence and integrity of financial analysts. CFA Professionals are required to possess a bachelor’s degree, have four years of investment/financial experience and must pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
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