Upcoming Events

October

Webcast

Help Provide A Comfortable Retirement

Thursday, October 30, 2014

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.

Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?

This exclusive webcast will explore:

* How equities remain a critical component for retirement savings
* Why protection is so critical
* Today's strategies to help protect (and grow) your clients retirement savings
* And new strategies for a well- diversified (and protected) portfolio

Attendees may submit questions before and during the live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

November

Webcast

Is Growth Ahead? A Stock Pickers Perspective

Tuesday, November 4, 2014

With interest rates and inflation likely to rise, the U.S. economy is at a crossroads. Advisers need to stay ahead of the curve to keep their clients safe. Find out about the sectors, industries and stock-picking strategies that have strong potential to benefit your clients.

This exclusive webcast will reveal:

* Hidden growth opportunities for the savvy adviser
* The stories behind each of these critical sector
* Trends that make the case for including an increasing slice of growth in your clients portfolios

By attending this webcast, you will also gain access to a variety of client-approved tools to help you facilitate conversations on this important topic.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Webcast

Inside an Equity Manager's Playbook

Tuesday, November 11, 2014

With money in motion, advisers need a game plan. You need a strategy with an established track record and something that can empower your clients in volatile market conditions. It may be time for you to adopt a true stockpicker's approach.

But how can you make this approach work for you and your clients?

This exclusive webcast will reveal:

* Insightful case studies from an experienced stockpicker

* The story behind an under-appreciated sector

* The power of dividend investing

* The value of boutique investment firms

Attendees may submit questions before and during this live event.

A free and invaluable resource.