Upcoming Events

December

Webcast

The Maturing Credit Cycle - Keeping Your Clients Ahead of the Curve

Wednesday, December 3, 2014

Several years into the credit cycle, most of the low-hanging fruit has been harvested. Help your clients stay ahead of the curve during the maturing credit cycle through opportunities in the non-investment grade market.

In this exclusive webcast, Artisan Partners' Bryan Krug will discuss:

* How market growth has been driven by new issuance

* The power of both the high-yield bond and leveraged loan markets as each expands and becomes more institutionalized

* The healthy fundamentals behind leverage ratios, default rates and recovery rates

* Plus a closer look at the complex non-IG credit market

Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit.

Webcast

Money in motion: The new world of fixed income

Thursday, December 4, 2014

Billions of dollars in fixed income assets are now on the move and many financial advisers are looking for new strategies - and potentially a new crop of 'bond kings' - to anchor their clients' bond portfolios.

In this exclusive interactive webcast, the InvestmentNews editorial team and industry experts will examine the major and recent changes in the fixed income landscape. Specifically, the panel and interactive discussion will take a deep dive into:

* Asset managers that have gained traction in the fixed income space

* New strategies and products for retail

* The longer-term outlook for fixed income funds

* When the dust settles, what will the landscape look like?

* How should an adviser discuss the recent changes in fixed income with clients?


Financial advisers can submit questions in advance about the potential reordering of the dominant players in the fixed income industry, or related fixed income subjects.

For insights on the fixed income market, please download How the Long Bong Stole the Trophy. Janus Fixed Income CIO Gibson Smith reflects on why he believes consistency beats the long shot, in sports and in investing.

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Webcast

A deeper dive into Social Security claiming strategies: Mary Beth answers your questions

Tuesday, December 9, 2014

Social Security expert Mary Beth Franklin answers your questions in this exclusive webcast.

InvestmentNews' resident expert on Social Security, Mary Beth Franklin, will provide an overview of Social Security claiming strategies for married couples, same sex couples, divorcees, singles and survivors. She will then turn the floor over to the audience and open the webcast up to a live Q&A.

Topics to be covered include:

* Social Security benefits for public sector employees

* Unraveling the knot of Social Security tax rules

* How to file and suspend

* Magic strategies to boost benefits

* Do-over strategy

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit

Webcast

6 Steps to a Better Brand

Thursday, December 11, 2014

After making the decision to go independent, one of the biggest challenges facing advisers is how to successfully build a brand to attract and retain the best clients. Creating a marketing plan, developing consistent referrals and establishing a strong presence in your market is difficult. Successful advisers are employing some simple strategies every day to stay a step ahead.

The time is now for you to turn your practice into a sustainable business.

This exclusive webcast will reveal:

* How to cast a wider net in your market

* Moving beyond referrals to find clients

* Developing a network of centers of influence

* Successful marketing tips

* How to turn clients into brand ambassadors

During this webinar, InvestmentNews will also share data and insights from its annual financial planning study to illustrate how many advisers continue to struggle with marketing, branding and business building.

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Webcast

Talking tax: Year-end advice from 529 experts

Tuesday, December 16, 2014

529 plans offer meaningful tax benefits and powerful estate planning advantages, yet remain overlooked as a practice-builder. With precious weeks left until year-end, there is still time to reach out to clients with value-added tax tips.

Join our live, interactive webcast,featuring industry experts from savingforcollege.com to discover top 529 strategies that can help clients trim their tax tab, including:

* Super-funding techniques that enable clients to fit six years of gifting into just two months

* Multi-generational gifting solutions that promote legacy building

Joe Hurley and Chris Stack will also shed light on the most common tax-related questions they typically hear from leading 529 producers.

Attendees may submit questions before and during this 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.