Webcasts

Upcoming

Using Managed Futures to Navigate Market Turbulence

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 live, interactive 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. We will examine:

  • Accepted by the CFP Board for 1 CE credit.

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

February 09, 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.

  • Pending CE Credit.

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Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email aschnitta@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.