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Top Advisors Reveal How They Mastered Social Media

Presented by: Liz Hand, Derrick Jackson & Ted Jenkin
June 29, 2022 at 04:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Volatility and Current Opportunities in Municipals

Presented by: Mark Paris, Stephanie Larosiliere & Tim Spitz
July 19, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Today’s Volatility and Where Commodities Fit in a Portfolio

Presented by: Robert Minter, CFA, CMT, CAIA & Steven Dunn, CIMA®
July 20, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The Case for Non-US Investing

Presented by: Grady Burkett, CFA & Krishna Mohanraj, CFA
July 26, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The Outlook for the Economy and Active Management – Vitaliy Katsenelson

Presented by: Vitaliy Katsenelson
August 16, 2022 at 10:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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How to Use Commission-Free Annuities to Protect and Grow AUM

Presented by: David Lau & Wade Pfau
August 16, 2022 at 12:20 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Tackling restrictive Fed policy, inflation and a recessionary sentiment with Defined Outcome ETFs

Presented by: Graham Day, CFA & Tim Urbanowicz, CFA
August 16, 2022 at 01:30 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Insuring Client Spending in Retirement with Portfolio Income Insurance

Presented by: Michelle Richter, David Stone, & George Webb
August 16, 2022 at 02:40 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The Drivers of Economy Growth – Tyler Cowen

Presented by: Tyler Cowen
August 17, 2022 at 10:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The Bancorp

Insurance-Backed Line of Credit: An Innovative Way to Access Liquidity

Presented by: John Profitlich & Abdullah Rajput
August 17, 2022 at 11:10 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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IRAs: Goldmine or Minefield

Presented by: Ryan Bertrand, CFP®, CLU®
August 17, 2022 at 12:20 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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A Step-by-Step Approach to Surprising and Delighting Your Clients

Presented by: Kirk Hulett
August 17, 2022 at 01:30 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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