Upcoming Events

April

Webcast: Women and Investing: Attracting and Retaining Female Clients

Tuesday, April 22, 2014

As female investors control more household wealth and are poised to inherit new assets, they are becoming an even more desirable set of clients for financial advisers to reach. Serving those female investors successfully requires understanding their unique needs.

This panel will discuss:

* The latest information on how female investors want to work with financial advisers based on recent CFP Board research
* Techniques financial advisers can use to effectively communicate with women and couples
* Unique investment and retirement needs female clients face
* Strategies for successfully working with female clients

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Sponsored by: Pershing, A BNY Mellon Company
Website: http://www.investmentnews.com/womenwebcast1

May

Conference: 2014 Retirement Income Summit
Generate. Sustain. Protect.

Monday, May 12, 2014 - May 13, 2014

Developed by the editors of InvestmentNews, the 2014 Retirement Income Summit aims to provide solutions to help advisers navigate today's market challenges. This focused conference will provide advisers unique and practical tools to navigate the economic, market and policy uncertainties that their clients face.

InvestmentNews has called on leaders from the worlds of investing, government and academia to share with advisers the latest thinking in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, insurance, estate planning and taxation - which advisers can take back to their clients and put to work immediately.

Venue: Westin Chicago River North
Location: Chicago, IL
Website: www.investmentnews.com/summit

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