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Advanced Real Estate Tax Strategies
Presented by: Michael O’Shea, CFA & Cinthia Murphy
September 10, 2024 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Beyond the Fed: Uncovering Value in Today's Fixed Income Markets
Presented by: Douglas Gimple & Todd Rosenbluth
September 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
An Active Approach to Munis
Presented by: Todd Rosenbluth
September 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Hedged Equity: For the Best of Times, for the Worst of Times
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan & Todd Rosenbluth
September 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Next Phase of AI Investing
Presented by: Pasquale Afflisio, Jason Chen, Nick Crociata & Cinthia Murphy
September 17, 2024 at 02:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Where REITs Can Fit in Your Investment Picture
Presented by: Karl Zeller, Nick Tannura, & Kirsten Chang
September 17, 2024 at 12:30 PM EDT – Length: 30 Minutes
Q4 Equity Symposium
Presented by: VettaFi Partners
September 19, 2024 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
Unlocking Gold's Potential: Trading Strategies for Q4
Presented by: Scott Acheychek & Todd Rosenbluth
September 23, 2024 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
An Opportunistic Credit Strategy for Today’s Market
Presented by: Joe Hegener, Kris Patel, CFA & Todd Rosenbluth
September 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Advisor’s Playbook: Navigating Market Volatility With 100% Downside Protection
Presented by: Andrew Nelson, CFA, Cinthia Murphy
September 26, 2024 at 12:30 PM EDT – Length: 30 Minutes
Election years, the economy, and your portfolio
Presented by: Daken Vanderburg & Kirsten Chang
September 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
2024 US Election Outlook: Politics Don’t Matter?
Presented by: Rick Brink, CFA, Eric Winograd, Ronald Brownstein, Vinay Thapar, Luke Pryor, Todd Rosenbluth
September 30, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Understanding the AI Ecosystem & Investment Opportunity
Presented by: Derek Yan, CFA, Solomon Bier & Kirsten Chang
October 03, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
ETFs and Portfolio Construction: trends, managing risk and optimizing asset allocation
Presented by: James Darby Nielson, CFA, Mayank Goradia, CFA, & Cinthia Murphy
October 03, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Midstream/MLPs: What’s Fueling Long-Term Growth?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA*, & Kirsten Chang
October 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Election and rates: Navigating November volatility
Presented by: Ed Egilinsky, Vance Howard, & Cinthia Murphy
October 09, 2024 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Navigating emerging markets: Seizing growth opportunities
Presented by: Linda Bakhshian, Jeffrey Wang, CFA, & Todd Rosenbluth
October 17, 2024 at 12:30 PM EDT – Length: 30 Minutes
Q4 Fixed Income Symposium
Presented by: VettaFi Partners
October 24, 2024 at 11:00 AM EDT – Length: 120 Minutes
approved for 0.0 CE credits
