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Adviser to Adviser: Using ETFs to build client portfolios

Tuesday, February 10, 2009

4:00PM - 5:00PM EST

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This program has been accepted by the CFP Board for 1 CE credit and by the IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

Viewers are eligible for CE credit up to 1 year from the live event.

Download the non-IMCA CIMA CE submittal form

Key topics covered during the webcast include:

  • How to incorporate ETFs into a portfolio
  • Concerns about exchange traded notes
  • Evaluating ETF indexes
  • Assessing ETF tools

    Moderators:

    Evan Cooper

    Deputy Editor

    InvestmentNews

    David Hoffman

    Reporter

    InvestmentNews

    Panelists:

    Rick Miller, Ph.D., CFP

    Chief Executive

    Sensible Financial Planning and Management LLC

    Nicholas Spagnoletti, CFP

    Partner

    Macro Consulting Group LLC

    Lou Stanasolovich, CFP

    Chief Executive and President

    Legend Financial Advisors Inc.

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    Sponsored by: