Upcoming Events

August

Webcast

Where in the World is My Retirement Income

Tuesday, August 26, 2014

Increasing volatility, increasing correlations, and increasing stress. With all that's happening on the world stage, how do you ensure your clients' retirement portfolio will be built to last?

In an exclusive webcast for InvestmentNews Retirement Income Summit attendees, Robert J. Froehlich, Ph.D., better known as "Dr. Bob," addresses this issue and more through his informative and unique viewpoint shaped by his roles as an expert global economist, independent director, baseball team owner, strategist, author, and T.V. personality.

Topics covered include:

* What changes in the economy means for domestic and overseas markets

* Which investment allocations are real and which are to be avoided

* How to recognize the scenarios that could make or break a portfolio's durable income stream

Attendees may submit questions before and during the live event.

A free and invaluable resource.

September

Webcast

How to build 'real-life' retirement income portfolios

Wednesday, September 10, 2014

As your clients approach retirement, that nest egg, which you have been carefully protecting, needs to begin to hatch.

When they reach 65, the ideals of "beating benchmarks" and "taking a long-term perspective" are suddenly replaced with the reality of having enough money to generate a sustainable monthly income throughout retirement.

What's your plan?

Join InvestmentNews for an interactive webcast with experts from Loomis Sayles and Natixis Global Asset Management as they examine the following critical topics:

* How you can help clients create a more predictable retirement strategy?

* Why flexibility is critical in a retirement portfolio?

* How to assess if your portfolio is nimble and tactical enough for fast-changing markets

* How important it is for your investments to take a defensive posture in periods of market stress

* How a well-constructed portfolio can weather difficult market conditions?



Attendees can submit their questions directly to our panel of experts.

Register now for this exclusive webcast, a free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit

Webcast

Investment Intelligence: Demystifying liquid alternatives

Tuesday, September 16, 2014

As the popularity of liquid alternatives and other non-traditional investment products continue to explode, advisers need information and intelligent insights to stay ahead of the competition. Understanding and differentiating among all the different types of alternative strategies and how they can best address a client's needs is top of mind for advisors today. In this one hour CE approved webinar sponsored by MainStay Investments, advisers will learn how to construct a well-diversified portfolio using liquid alternatives and non-traditional investments. They will also learn which types of alternatives can help to diversify a portfolio and discover where the alternative flows may go in the future.

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.