Upcoming Events



Countdown to April 15: Tax-Saving Steps Clients Can Take Now and Through 2016

Tuesday, February 9, 2016

There's not much your clients still can do to minimize their 2015 income taxes - or is there? In this exclusive webcast, our panel of experienced accountant/advisors will reveal some of the last- minute actions that investors can take to make the tax bite less painful. They also will discusses the steps you and your clients should consider to make 2016 a year in which investors will keep more of their money.


Using Managed Futures to Navigate Market Turbulence

Tuesday, February 23, 2016

With 2016 off to a volatile start, many advisers and their clients are looking for ways to diversify portfolios that often become increasingly correlated during times of stress. Managed futures may be a tool to provide that much sought diversification.

This webcast will discuss how advisers may use managed futures to meet client needs and provide portfolio ballast when equity, fixed-income and currency markets are in turmoil.

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  • Accepted by the CFP Board for 1 CE credit.