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Inflation, Interest Rates and Your Bond Portfolio
Presented by: Simeon Hyman, CFA, Bryan Gao, CFA & Roxanna Islam, CFA, CAIA
March 17, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
NGLs: A Plastic Powerhouse Driving Midstream Growth
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, & Kirsten Chang
March 18, 2025 at 12:30 PM EDT – Length: 30 Minutes
Positioning for Growth: The Next Evolution of the IncomePlus Fund
Presented by: Michael O'Shea, CFA & Cinthia Murphy
March 20, 2025 at 12:30 PM EDT – Length: 30 Minutes
LiveCast: Flexibility Amidst Uncertainty: The Power of Quarterly Buffer ETFs™
Presented by: Andrew Nelson, CFA, & Kirsten Chang
March 21, 2025 at 12:30 PM EDT – Length: 30 Minutes
Market-Proof Your Portfolio with Timely Protection Strategies
Presented by: Scott Becker, CFA & Roxanna Islam, CFA, CAIA
April 01, 2025 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Staying Disciplined with your Factor Exposure – Diversification and Consistency Through Time
Presented by: Lukas Smart, Matthew Kissane, CFA, CAIA & Kirsten Chang
April 03, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Market Insights: Q1 Performance and Innovation
Presented by: Zeno Mercer
April 04, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Navigating Market Volatility in 2025
Presented by: John McNamara, Brendan Ahern, and Kirsten Chang
April 04, 2025 at 01:00 PM EDT – Length: 60 Minutes
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors
Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
April 08, 2025 at 02:00 PM EDT – Length: 60 Minutes
How bond ladders can offer retirees reliable income
Presented by: Nate Conrad & Todd Rosenbluth
April 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Improve upon indexing: market considerations and a thoughtful alternative to passive
Presented by: Craig Ebeling, CIMA®, Michael Hagopian, Denise Chisholm, & Kirsten Chang
April 16, 2025 at 12:00 PM EDT – Length: 60 Minutes
Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
