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Municipals in focus: What’s ahead for the remainder of 2022 and beyond?
Presented by: Jake van Roden & William Roach, CFA, CMT
November 30, 2022 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Thematic Investing Outlook - 2023 and Beyond
Presented by: Jon Maier, Pedro Palandrani & Scott Helfstein
December 01, 2022 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Road of Retirement: The Process of Managing Retirement Income
Presented by: Jan Blakeley Holman, CFP & Robert Huebscher
December 06, 2022 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Dividend Growth for Times of Turbulence—and the Rebound
Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
December 07, 2022 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Harness the Power of Innovation with the QQQ Innovation Suite
Presented by: Ryan McCormack, Mark Marex, CFA & Robert Huebscher
December 08, 2022 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Opening Keynote: Jeremy Siegel’s 2023 Market and Economic Forecast
Presented by: Jeremy Siegel & Robert Huebscher
December 13, 2022 at 10:00 AM EST – Length: 60 Minutes
approved for 1.0 CE credits
The Case for Income-Focused, Defined Outcome Investing
Presented by: Graham Day, CFA & Joe Becker
December 13, 2022 at 11:10 AM EST – Length: 60 Minutes
approved for 1.0 CE credits
Why Direct Indexing? What to know in 2023
Presented by: Brandon Thomas & Tom Lydon
December 13, 2022 at 12:20 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
ETF Funds: Growth Strategies for Advisors in 2023
Presented by: Todd Rosenbluth, Tom Lydon, & Dave Nadig
December 13, 2022 at 01:30 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Invest in Yourself: Addressing Women’s Financial Challenges
Presented by: Pamela J. Sams, CRPC & Robert Huebscher
December 13, 2022 at 02:40 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Closing Keynote: The Macroeconomic Perspective with Karen Karniol-Tambour of Bridgewater
Presented by: Alex Shahidi & Karen Karniol-Tambour
December 13, 2022 at 03:50 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
2023 Outlook: The Economic Prospects for Asia and Emerging Markets
Presented by: Robert J. Horrocks, PhD, Winnie Chwang & Vivek Tanneeru
December 14, 2022 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Portfolio Perspectives - Is there a Cause for a Pause?
Presented by: Jon Maier, Michelle Cluver, CFA & Tom Driscoll
December 15, 2022 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
