Upcoming Events

March

Webcast

Social Security Bootcamp: The retirement income puzzle

Tuesday, March 3, 2015

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients' larger retirement income plan.

This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how to fit Social Security claiming into the broader retirement income discussion. She will discuss the ramifications of tapping qualified retirement accounts before claiming Social Security.

In addition, she will cover the basics of Social Security claiming strategies and answer these questions:

* Can one spouse claim only spousal benefits at 62 and allow his or her own retirement benefits to continue to grow?

* If someone collects reduced survivor benefits early, will their retirement benefits be reduced later?

* How does the Windfall Elimination Provision affect public employee clients and their spouses?

* How does Government Pension Offset provision affect spousal and survivor benefits of public service employees?

Attendees may submit questions before and during this live event.

A free and invaluable resource.

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

Webcast

Emerging Markets: Opportunities in 2015 and Beyond

Tuesday, March 10, 2015

As investors continue to flock to equities, savvy advisers are searching for new sectors. With that in mind, what does the future hold for emerging markets?

Join InvestmentNews for a conversation with Gary Greenberg, the portfolio manager of the Calvert Emerging Markets Equity Fund, and Bennett Freeman, Calvert's senior vice president of sustainability research and policy, to gain perspectives on the current state of emerging markets and how to position yourself for the road ahead.

The discussion is open to financial professionals only and will examine:

* Why emerging markets may present strong relative value for the foreseeable future

* What the divergence in regional and country performance means for active investors

* How environmental, social, governance (ESG) and other factors play into emerging markets strategy


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 IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Webcast

Using technology to drive productivity and profitability

Tuesday, March 24, 2015

InvestmentNews Research and our panel of industry experts will highlight the latest trends in technology spending and implementation - and ultimately how top firms are generating exceptional returns on their technology investments.

Specifically, this webcast will present the results from the new 2015 InvestmentNews Adviser Technology Study, and will provide attendees with:

* Guidelines for aligning technology with firm goals

* Strategies for improving productivity, profitability - and also the client experience

* A benchmarking framework for advisers to evaluate their own levels of technology spend, as well as product and application usage.

Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Attendees may submit questions before and during this live event.

  • Visit Website

  • Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.