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Why More Investors Are Looking at the Securitized Market
Presented by: David A. Bees, CFA, Lee M. Giunta, CFA, Steve L. Deroian & Kirsten Chang
November 07, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Innovative ways of generating income in a world of declining rates
Presented by: John Burrello, Rene Reyna, CFP & Todd Rosenbluth
November 08, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Midstream Spotlight: Williams (WMB) & the Golden Age for Natural Gas
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA & John Porter
November 12, 2024 at 12:30 PM EST – Length: 30 Minutes
Trade, Tariffs and Reshoring
Presented by: Yuri Khodjamirian, John Duncan & Todd Rosenbluth
November 13, 2024 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Evolution of Investing: Three CIO Perspectives on Five Decades of Change
Presented by: Wayne Ferbert, Charles I. Clough, Jr., CFA, Lowell Pratt, CFA, Jason Hsu, PhD & Cinthia Murphy
November 13, 2024 at 03:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Your "options" for pursuing tax efficient monthly income
Presented by: Troy Cates & Todd Rosebluth
November 14, 2024 at 12:30 PM EST – Length: 30 Minutes
How to Approach Today’s New Rate Regime
Presented by: Kevin Flanagan, Jeff Weniger, CFA, & Todd Rosenbluth
November 14, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
How to Position for End of Year
Presented by: Candice Tse, Marissa Ansell & Todd Rosenbluth
November 15, 2024 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Your Clients’ Retirement Strategy Reboot
Presented by: Alex Samoila, CLTC® & Kirsten Chang
November 18, 2024 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Time to move out of cash instruments?
Presented by: Jason Greenblath & Cinthia Murphy
November 19, 2024 at 12:30 PM EST – Length: 30 Minutes
Free Cash Flow Investing: Helping Advisors Solve for Shortcomings in Traditional Value
Presented by: Michael Mack & Kirsten Chang
November 19, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Investing in transformative technology that drives innovation
Presented by: Jennifer O'Hara Martin, Chris Murphy, CIMA, & Cinthia Murphy
November 20, 2024 at 12:30 PM EST – Length: 30 Minutes
Emerging Markets: The Good, the Bad, and the Great
Presented by: Malcolm Dorson, Paul Dmitriev, Trevor Yates & Kirsten Chang
November 21, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
AI in Wealth Management: Tools, Trends, and Investment Opportunities
Presented by: Zeno Mercer, Mike Casciano & Parker Ence
November 26, 2024 at 11:00 AM EST – Length: 60 Minutes
approved for 1.0 CE credits
How Bitcoin Compares to Traditional Investments
Presented by: James Butterfill & Kirsten Chang
December 02, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
A Guide to Helping Clients with Succession Planning and Liquidity Events
Presented by: Glenn Dorsey, CFA®, CAIA®, Patrick R. Schultz, JD, CWS®, CEPA® & Cinthia Murphy
December 04, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits