Webinars

Educational seminars from industry experts

Upcoming Webinars:

How to leverage options to boost income and increase tax efficiency

Presented by: Garrett Paolella, Troy Cates & Todd Rosenbluth
July 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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How Advisors Should Approach the Second Half of 2024

Presented by: Matthew Bartolini, CFA, CAIA, Zachary Hill, CFA, Keith Buchanan & Todd Rosenbluth
July 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Navigating a Fourth Turning: Harvest Portfolio Resilience with Agriculture ETFs

Presented by: Jake Hanley, CMT, Sal Gilbertie & Lara Crigger
July 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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What to Expect in Robotics and AI in the Second Half of 2024

Presented by: Zeno Mercer & Todd Rosenbluth
July 22, 2024 at 11:00 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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A Systematic, Concentrated Approach to Unlocking Active Equity Growth

Presented by: Paul Carroll & Todd Rosenbluth
July 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Q3 Fixed Income Symposium

Presented by: VettaFi Partners
July 25, 2024 at 11:00 AM EDT – Length: 120 Minutes

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Keep Your Clients Happy with Smart Tax Management

Presented by: Phil Manning, Ken Chee, Dennis Horr, Bryan Pecherek & Lara Crigger
August 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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On-demand Webinars:

In Uncertain Times, Look to 100% Buffer ETFs

Presented by: Graham Day, CFA and Cinthia Murphy
July 09, 2024 at 12:30 PM EDT – Length: 30 Minutes

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Midyear Market Outlook Symposium

Presented by: VettaFi Partners
June 27, 2024 at 11:00 AM EDT – Length: 90 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.5 CE credits

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LiveCast: A wake-up call to passive investors: Is diversification diluting returns?

Presented by: Bradley Klapmeyer, CFA, Brian Landy, CFA & Cinthia Murphy
June 26, 2024 at 01:00 PM EDT – Length: 30 Minutes

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An International Approach to Dividends

Presented by: Andy Hicks, Karl Zeller, and Kirsten Chang
June 26, 2024 at 12:30 PM EDT – Length: 30 Minutes

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How to Think About Commodities in Today’s Complex Market

Presented by: Ed Egilinsky and Lara Crigger
June 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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De-coding Unconstrained Fixed Income

Presented by: Chris Wilson, CFA, Hans Sapra, Cinthia Murphy
June 25, 2024 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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A Deep Dive into Fine Tuning Your Portfolio

Presented by: Michael Hagopian and Todd Rosenbluth
June 25, 2024 at 11:00 AM EDT – Length: 30 Minutes

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How Much Does an ETF Truly Cost?

Presented by: David Sharp, Ian O'Brien Cannon & Lara Crigger
June 20, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Liquid Income in Today’s Unusual Environment

Presented by: Paul Marino, WIll Rhind, and Cinthia Murphy
June 20, 2024 at 01:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Navigating the Second Half of 2024: Market Outlook & ETFs to Target Specific Outcomes

Presented by: Ryan McKee, CIMA, Bobby Barnes, Michael Hagopian, Kirsten Chang & Todd Rosenbluth
June 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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LiveCast: How to Boost Income with Corporate Bond ETFs

Presented by: JoAnne Bianco, CFA & Lara Crigger
June 13, 2024 at 12:30 PM EDT – Length: 30 Minutes

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How Midstream is Weathering Commodity Price Volatility

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
June 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Thinking Actively About High Yield ETFs

Presented by: Ryan Wellman, CFA & Michael Schlembach
June 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Why risk it? An Equity Strategy That Aims for 100% Downside Protection

Presented by: Matt Kaufman and Lara Crigger
June 11, 2024 at 12:30 PM EDT – Length: 30 Minutes

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An Active Approach to Global Natural Resources

Presented by: Avi Feinberg, Danielle Yoo, Amanda Rebello, and Lara Crigger
June 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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How to Think About Carbon Allowances in Your Portfolio

Presented by: Luke Oliver & Lara Crigger
June 04, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Alternatives Symposium

Presented by: VettaFi Partners
May 30, 2024 at 11:00 AM EDT – Length: 180 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 3.0 CE credits

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Oil Remains in High Demand – Here's What to Do

Presented by: Edward Rosenberg & Todd Rosenbluth
May 29, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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An Advisor’s Guide to Investing in India’s Growth

Presented by: Angus Shillington, JP Lee, and Todd Rosenbluth
May 21, 2024 at 12:30 PM EDT – Length: 30 Minutes

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The SS&C ALPS Advisors Virtual Summit: Exploring the Dynamic Landscape of Active ETFs

Presented by: VettaFi and SS&C ALPS Advisors
May 16, 2024 at 11:00 AM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and Live approved for 2.0 CE credits

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How to Invest in the Weight Loss Drug Revolution

Presented by: Maurits Pot, David K. Song, and Todd Rosenbluth
May 15, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Exploring Your Options for Income and Risk Management

Presented by: Rob Swan, Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP® & Todd Rosenbluth
May 14, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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How to Approach the Shifting Rate Environment

Presented by: Kevin Flanagan, Jeff Weniger, CFA & Lara Crigger
May 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Finding Opportunities with Active Fixed Income ETFs

Presented by: Matthew Bartolini, CFA, CAIA, Andrea DiCenso & Lara Crigger
May 07, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Actively Managing the Fed: How to Fix Your Fixed Income

Presented by: Matt Sheridan, CFA, Will Smith, CFA, AJ Rivers, CFA, FRM, CAIA & Lara Crigger
May 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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The First ETF Powered by a Daily Call Options Strategy

Presented by: Troy Goldstein, Simeon Hyman, CFA & Todd Rosenbluth
May 06, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Finding Income Options in Today’s Unusual Markets

Presented by: Tim Ramsey, CFA, William Helm, CFA & Todd Rosenbluth
May 02, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Curve Your Enthusiasm – Navigating Fixed Income in 2024

Presented by: Anthony Rochte, Vishal Khanduja, Brian Ellis, Julie Callahan, CFA & Todd Rosenbluth
May 01, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Pursuing higher yields with active muni bond ETFs

Presented by: Adam Weigold, CFA, Steven Millhouse, and Tom Lydon
April 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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T. Rowe Price Presents: Portfolio Strategies for 2024

Presented by: Christopher Dillon, CFA, Chris Murphy, CIMA & Todd Rosenbluth
April 24, 2024 at 12:30 PM EDT – Length: 30 Minutes

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Webcast: Navigating the Landscape: A Comprehensive Update on Fixed Income, Equities, and Alternative Investments

Presented by: Kathy Kriskey, Nick Kalivas, Brian McMullen, Adam Gebler, CIMA & Todd Rosenbluth
April 22, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Why You Need to Think About Robotics Going Forward

Presented by: Zeno Mercer & Todd Rosenbluth
April 22, 2024 at 10:00 AM EDT – Length: 30 Minutes

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Sectors & Industries: Combat Market Concentration

Presented by: Matthew Bartolini, CFA, CAIA, Anqi Dong, CFA, CAIA, Emily Paskalis, CFA & Todd Rosenbluth
April 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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The Rise of India: Is it The Perfect Emerging Market?

Presented by: Kevin T. Carter & Robert Huebscher
April 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Capital Market Considerations for 2024

Presented by: Sébastien Page, CFA, Timothy Coyne & Todd Rosenbluth
April 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Perceptions and Realities of your Precious and Industrial Metal Allocations

Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson, and Robert Huebscher
April 09, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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LiveCast: Investing in Emerging Markets Without Harming U.S. National Security

Presented by:
April 05, 2024 at 12:30 PM EDT – Length: 30 Minutes

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LiveCast: Increase Tax Efficiency and Diversity Through Munis

Presented by: Justin Schwartz, CFA, Nate Earle, and Tom Lydon
April 04, 2024 at 12:30 PM EDT – Length: 30 Minutes

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The Risk of Bad Breadth: Will the Seven Remain Magnificent?

Presented by: Edward Egilinsky & Tom Lydon
March 28, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Harnessing the Power of Fidelity’s Highest Conviction Investment Ideas in the Active ETF Marketplace

Presented by: Ryan McKee, CIMA, Denise Chisholm, Dominic Maister & Todd Rosenbluth
March 27, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Escaping the Devil's Bargain of Income Generation with an Active Approach

Presented by: Chris Hausman, CMT, CAIA, Rob Swan, Connor O'Brien & Todd Rosenbluth
March 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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LiveCast: How AI Can Increase Margins In Your Practice

Presented by: Runik Mehrotra and Todd Rosenbluth
March 25, 2024 at 12:30 PM EDT – Length: 30 Minutes

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Why Floating Rates Remain Compelling in the Face of Rate Cuts

Presented by: Anthony Rochte, Ralph Hinckley, CFA, Christopher Remington & Lara Crigger
March 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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AB Disruptor Series: The US Banking Transition Accelerates

Presented by: Rick Brink, CFA, Lucas Detor, James McNeill, CFA, Will Smith, CFA & Lara Crigger
March 19, 2024 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Equity Symposium

Presented by: VettaFi & Partners
March 13, 2024 at 11:00 AM EDT – Length: 180 Minutes

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Listed REITs: Advantaged Players in Today's Property Markets

Presented by: Karl Zeller, Nck Tannura, Craig Leupold & Lara Crigger
March 12, 2024 at 12:30 PM EDT – Length: 30 Minutes

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A Winning Mindset: Balancing Risk and Reward with Tony Finau

Presented by: Tony Finau, Allison Bonds Mazza & Todd Rosenbluth
March 06, 2024 at 11:00 AM EST – Length: 60 Minutes

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The Time Is Now: Rate Cuts Could Add Fuel to Muni Gains

Presented by: Matthew Norton, Daryl Clements, Jason Mertz, & Todd Rosenbluth
March 05, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Prosperity Paradox: Navigating Commodity Markets in 2024

Presented by: Jake Hanley, CMT, Sal Gilbertie, and Lara Crigger
February 29, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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How Options Have Revolutionized Income

Presented by: Jay Pestrichelli, Sylvia Jablonski & Todd Rosenbluth
February 28, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Seeking Sustainable Income Regardless of Fed Policy

Presented by: Jeff Thomas, CRPC®, Connor O'Brien & Todd Rosenbluth
February 27, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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LiveCast: Building a Tax Efficient Income Stream

Presented by: Troy Cates, Garrett Paolella & Tom Lydon
February 27, 2024 at 12:30 PM EST – Length: 30 Minutes

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Looking for A New Way to Earn Income?

Presented by: Howard Chan & Todd Rosenbluth
February 15, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and Live approved for 1.0 CE credits

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LiveCast: It is Not Just About Coupons: How to Think About Bonds and Total Return

Presented by: Gibson Smith, Paul Baiocchi, CFA, and Todd Rosenbluth
February 15, 2024 at 11:30 AM EST – Length: 30 Minutes

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An Advisor’s Guide to Managing Risk and Timing the Market

Presented by: John Del Vecchio, CFA, Brad Lamensdorf & Tom Lydon
February 08, 2024 at 12:30 PM EST – Length: 30 Minutes

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LiveCast: Where to Find Income When Interest Rates Fall

Presented by: Stacey Morris, CFA, Karl Zeller, and Todd Rosenbluth
February 06, 2024 at 12:30 PM EST – Length: 30 Minutes

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Automation, AI, Factories, and the Future of Robotics

Presented by: Zeno Mercer, Shachi Merchant & Todd Rosenbluth
January 31, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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How Investors Can Find Opportunity in Bitcoin

Presented by: Kathy Kriskey, Steve Kurz & Todd Rosenbluth
January 25, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Reasons for Municipal Bond Optimism in 2024

Presented by: Jonathan Mondillo, John Cerrone, and Tom Lydon
January 24, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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Pairing Income Generation with Tax Efficiency Across Client Portfolios

Presented by: Troy Cates, Garrett Paolella & Tom Lydon
January 23, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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LiveCast: The Case for Emerging Markets Ex-China

Presented by: Phillip Wool, PhD & Tom Lydon
January 22, 2024 at 12:30 PM EST – Length: 30 Minutes

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LiveCast: Quality: An Essential Ingredient to a Healthy Portfolio

Presented by: Tom Hancock & Tom Lydon
January 17, 2024 at 12:30 PM EST – Length: 30 Minutes

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Answering the Top 10 Bitcoin ETF Questions

Presented by: Matt Hougan & Tom Lydon
January 16, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Cryptocurrency Symposium

Presented by: VettaFi & Partners
January 12, 2024 at 11:00 AM EST – Length: 150 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 2.0 CE credits

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Why precision will matter for bond investors in 2024: Join BondBloxx for a fixed income market outlook

Presented by: JoAnne Bianco, CFA & Tom Lydon
January 11, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Actionable ideas for a world in transition

Presented by: Bradley Klapmeyer, CFA, Gregory A. Gizzi, and Todd Rosenbluth
January 11, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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2024 Midstream/MLP Outlook: Can the Positive Momentum Continue?

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
January 10, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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What to Expect When You Attend Exchange

Presented by: Dave Nadig & Todd Rosenbluth
January 08, 2024 at 02:00 PM EST – Length: 30 Minutes

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The Survey That Will Have You Rethinking Your Views on Crypto Exposure

Presented by: Ryan Rasmussen, Juan Leon & Tom Lydon
January 05, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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The First ETF Powered by a Daily Call Options Strategy

Presented by: Troy Goldstein, Simeon Hyman & Mandy Xu
December 18, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook

Presented by: Brian Levitt, Alessio de Longis, CFA®, Mo Haghbin, CFA®, CAIA & Tom Lydon
December 18, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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The Start of the AI Era

Presented by: Shachi Merchant, Zeno Mercer & Todd Rosenbluth
December 15, 2023 at 12:30 PM EST – Length: 60 Minutes

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2024 Market Outlook Sympoisum

Presented by: VettaFi & Partners
December 14, 2023 at 11:00 AM EST – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 2.0 CE credits

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2024 Investment Outlook: Stay on Pause

Presented by: Tim Urbanowicz, CFA & Todd Rosenbluth
December 12, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Trends Driving Healthcare Innovation and Investment Opportunity

Presented by: Daniel Omstead, Ph.D., Jason Akus, and Tom Lydon
December 12, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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LiveCast: Expanding the High Dividend Portfolio

Presented by: Geoffrey Kelley, CFA & Todd Rosenbluth
December 12, 2023 at 12:30 PM EST – Length: 30 Minutes

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Positioning income portfolios for success in 2024

Presented by: Garrett Paolella, Troy Cates & Tom Lydon
December 11, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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An Active Core Plus Fixed Income Strategy for Today’s Volatile Market

Presented by: Donald Ellenberger, Emory Redd, CIMA® & Todd Rosenbluth
December 11, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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2023 Was the Year of AI, and AI is Just Getting Started

Presented by: Shachi Merchant, Zeno Mercer &Todd Rosenbluth
December 08, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Fortify Your Fixed Income Portfolio

Presented by: Fran Rodilosso, Bill Sokol, & Coulter Regal, CFA
December 07, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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An Active Approach to Small Cap Investing

Presented by: Rob Crystal, Greg Tuorto, Jen (Jiali) Nusser, CFA & Lara Crigger
December 07, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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LiveCast: Exploring AI’s Capabilities in Finance

Presented by: Weldon Rice, Young Choi & Todd Rosenbluth
December 07, 2023 at 12:30 PM EST – Length: 30 Minutes

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The Future Will Be Shaped by Critical Technologies

Presented by: Sean Edkins, CIMA, John M. B. O’Connor, Henry Wu, and Todd Rosenbluth
December 06, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Does Portfolio Construction Matter?

Presented by: Jeff Thomas, CRPC®, Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®, and Todd Rosenbluth
December 05, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, Live, and On-demand approved for 1.0 CE credits

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Unlocking the Power of Luxury: Demographic Trends, Brand Strength, and Diversification

Presented by: Derek Yan, CFA & Lara Crigger
December 04, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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A Quality Strategy to Meet the Moment

Presented by: Tom Hancock & Tom Lydon
November 30, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Alternatives Symposium

Presented by: VettaFi & Partners
November 28, 2023 at 11:00 AM EST – Length: 120 Minutes
Pending CE-approval approved for 1.0 CE credits

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Building Bonds for 2024 and Beyond

Presented by: Matthew Bartolini, CFA, CAIA, Bradley Jenkins, CFP, Sean Clark, CFA & Todd Rosenbluth
November 15, 2023 at 02:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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An Advisor’s Guide to the Managed Floor

Presented by: Michael Zaslavsky, CFA, CAIA, John Steiner & Robert Huebscher
November 15, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

Watch Now

Inflation Down but Not Out – The Playbook for Investors

Presented by: John Davi, Andrew Hencic & Dave Nadig
November 15, 2023 at 12:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Washington Policy Update and Secure Act 2.0: Is Your Practice Ready?

Presented by: Hutch Schafer, Ben Brewster, Paul Eisenhardt, CIMA & Lara Crigger
November 14, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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LiveCast: Navigating the Advisor Landscape: Secrets and Solutions from a Sales Icon

Presented by: Phil Eichinger & Todd Rosenbluth
November 14, 2023 at 12:30 PM EST – Length: 30 Minutes

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Seeking reliable income in today’s markets and beyond

Presented by: Garrett Paolella, Troy Cates & Tom Lydon
November 13, 2023 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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A World of Opportunity in Global Markets

Presented by: Althea Trevor, Wes Crill & Tom Lydon
November 09, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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The Year of Alternative Income

Presented by: Christian Magoon, Kevin Kelly & Todd Rosenbluth
November 09, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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Why is the RIA channel the fastest growing segment of the financial services industry?

Presented by: Tim Oden, Adam Schwartz, Brian Hamburger, Shirl Penney, and Lara Crigger
November 08, 2023 at 03:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Where to Find Equity Premium Income

Presented by: Candice Tse, Sirion Skulpone, CFA, Alex von Obelitz, CFA & Tom Lydon
November 07, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

Watch Now

LiveCast: Midstream/MLP Spotlight: Plains All American (PAA/PAGP)

Presented by: Blake Fernandez, Michael Gladstein, Paul Baiocchi, CFA, and Stacey Morris, CFA
November 07, 2023 at 12:30 PM EST – Length: 30 Minutes

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High Yield Investing: Taking an active approach with sectors

Presented by: JoAnne Bianco, CFA, Paul Matlack, CFA & Tom Lydon
November 02, 2023 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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Stepping out of cash: Seeking income in today’s market

Presented by: Shana Martin, CFA, Alex Graf, CIMA, CRPC & Tom Lydon
November 01, 2023 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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Preparing to Pivot: Clients, Cash, and Economic Outlooks

Presented by: Jerome Schneider and Todd Rosenbluth
November 01, 2023 at 12:00 PM EDT – Length: 60 Minutes
Pending CE-approval approved for 1.0 CE credits

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Why Now: Seizing Opportunities in Small-Caps

Presented by: Kevin O'Leary, Andy Hicks, Paul Baiocchi, CFA, and Tom Lydon
October 31, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Equal Weight Is Not Enough—The Case for Dividend Growth

Presented by: Troy Goldstein, Simeon Hyman, CFA, Kieran Kirwan, CAIA & Todd Rosenbluth
October 31, 2023 at 01:00 PM EDT – Length: 60 Minutes

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LiveCast: The State of Equities: An Advisor’s Guide

Presented by: James Norungolo, CFA, Chris Murphy, CIMA & Lara Crigger
October 31, 2023 at 12:30 PM EDT – Length: 30 Minutes

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EM: China Not Included

Presented by: Jason Hsu, PhD & Tom Lydon
October 30, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Investing With an Eye on Taxes with ETFs

Presented by: Sandra Testani, CFA, CAIA, Sandra Testani, and Dave Nadig
October 30, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Income Strategy Symposium

Presented by: VettaFi & Partners
October 27, 2023 at 11:00 AM EDT – Length: 60 Minutes

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Cashing Out: Getting Clients off the Sidelines

Presented by: AJ Rivers, CFA, FRM, CAIA, Matt Sheridan, CFA, Will Smith, CFA, Fahd Malik, and Lara Crigger
October 26, 2023 at 01:00 PM EDT – Length: 60 Minutes

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How to Use Options-Based ETF Strategies In a Portfolio

Presented by: Chandler Nichols, Samuel Moore & Robert Scrudato
October 25, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Longevity is Changing Retirement: Are You Prepared?

Presented by: John Diehl, CFP®, CLU®, ChFC® & Lara Crigger
October 25, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Higher Rates for Longer? Fixed Income Positioning Ideas

Presented by: Matthew Bartolini, CFA, CAIA, Emily Paskalis, CFA & Todd Rosenbluth
October 24, 2023 at 02:00 PM EDT – Length: 60 Minutes

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The Importance of Understanding Equities

Presented by: Josh Nelson, Timothy Coyne & Todd Rosenbluth
October 23, 2023 at 02:00 PM EDT – Length: 60 Minutes

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LiveCast: Rethinking Income with Energy Infrastructure

Presented by: Stacey Morris, CFA, Karl Zeller, and Todd Rosenbluth
October 18, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Right-Sizing China Exposure In Emerging Markets

Presented by: Anthony Sassine, CFA, Jonathan Shelon, CFA & Lara Crigger
October 17, 2023 at 02:00 PM EDT – Length: 60 Minutes

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The Rise of Options-Based Income ETFs

Presented by: Troy Cates, Garrett Paolella & Tom Lydon
October 17, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Bonds are back: Time to move cash off the sidelines

Presented by: Daniela Mardarovici, CFA, Paul Matlack & Robert Huebscher
October 12, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Macro update: Navigating a unique business cycle

Presented by: Lara Rhame & Robert Huebscher
October 10, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Overlooked and Underappreciated: Finding Yield in Securitized Debt

Presented by: Douglas Gimple with Diamond Hill Capital Management and Todd Rosenbluth with VettaFi
October 03, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Seeking Reliable Income in our Current Markets

Presented by: Troy Cates & Tom Lydon
October 03, 2023 at 12:30 PM EDT – Length: 60 Minutes

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Investment potential at the intersection of commodities and emerging markets

Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson & Lara Crigger
September 28, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Set Your Portfolio Up for Success in the 4th Quarter and 2024

Presented by: Daniel Prince, CFA, Ryan Giannoto & Todd Rosenbluth
September 28, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Why Extending Duration Makes Sense Now

Presented by: John Gentry, CFA, Steven Wagner & Todd Rosenbluth
September 27, 2023 at 01:00 PM EDT – Length: 60 Minutes

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LiveCast: Hedged Equities and Why They Matter Amid Uncertainty

Presented by: Jeff Thomas, CRPC®, Rob Swan & Lara Crigger
September 27, 2023 at 12:30 PM EDT – Length: 30 Minutes

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The Story Behind Moat Investing’s Decade of Dominance vs. the S&P 500

Presented by: Brandon Rakszawski, Andrew Lane & Lara Crigger
September 26, 2023 at 02:00 PM EDT – Length: 60 Minutes

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An Advisor’s Guide to High-Performing Compounders

Presented by: Peter O’Reilly with C WorldWide Asset Management, Paul Herbert, CFA with Harbor Capital Advisors, Inc., and Todd Rosenbluth with VettaFi
September 26, 2023 at 01:00 PM EDT – Length: 60 Minutes

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LiveCast: How AI Driven Strategies Could Mean Better Returns

Presented by: Ryan Pannell & Lara Crigger
September 26, 2023 at 12:30 PM EDT – Length: 30 Minutes

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AI & Business: Too Early, Too Late & Already Happening

Presented by: Andrew Smith Lewis, Zeno Mercer & Dave Nadig
September 22, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Personalized Index Portfolios: Bespoke client portfolios at scale

Presented by: Kiley Anhalt, Hunter Willis, CFA, and Robert Huebscher
September 21, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Equity Symposium

Presented by: VettaFi & Partners
September 21, 2023 at 11:00 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 1.0 CE credits

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Back to School on Bonds

Presented by: Brett Cornwell, CFA, Hans W. Sapra & Lara Crigger
September 20, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Going ‘Back to School’: Portfolio Construction in the New Normal

Presented by: Matthew Bartolini, CFA, CAIA, Kim Arthur, Scott Ladner & Todd Rosenbluth
September 19, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Seek to Minimize Your Clients’ Tax Bills With ETFs

Presented by: Brad Smith, CFA, Lili Jiang, CIMA, Ryan McCormack, and Tom Lydon
September 19, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Clean Tech Investing Opportunities from China: the World Leader in Renewable Energy

Presented by: Anthony Sassine, CFA, Dr. Xiaolin Chen & Lara Crigger
September 18, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Music to an Investor’s Ears

Presented by: David Schulhof, Jane Edmondson & Tom Lydon
September 18, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Portfolio Construction Blueprints: Blending Defined Outcome ETFs™ in Pursuit of Growth & Income

Presented by: Tim Urbanowicz, CFA, Tom O’Shea, and Tom Lydon
September 14, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Why High Yield Bonds Deserve Your Attention Now

Presented by: JoAnne Bianco, CFA®, Ben Morris & Tom Lydon
September 14, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Finding Reliable Income Streams in Today’s Market Environment

Presented by: Chandler Nichols, Robert Scrudato & Samuel Moore
September 13, 2023 at 02:00 PM EDT – Length: 60 Minutes

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An Active Approach to International Equities

Presented by: Matt Camuso, Tom Quinn, Paul Loudon, and Lara Crigger
September 13, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Why Municipal Bonds Matter

Presented by: Alexa Gordon, Brendan McCarthy & Todd Rosenbluth
September 12, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Why Advisors Are Enhancing Client Income by Using Options Overlay ETFs

Presented by: Garrett Paolella, Scott Karl & Tom Lydon
September 11, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Smooth Sailing or Storms Ahead?

Presented by: Marc Odo, Rob Swan & Todd Rosenbluth
September 11, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Insights from the Industry’s Largest ‘Active’ ETF Issuer: An In-Studio Special with Dimensional Co-CEO and CIO Gerard O’Reilly

Presented by: Gerard O’Reilly & Tom Lydon
September 07, 2023 at 03:00 PM EDT – Length: 60 Minutes

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Electric Vehicles Adoption Soars – Here's What to Do

Presented by: Sylvia Jablonski & Todd Rosenbluth
September 07, 2023 at 02:00 PM EDT – Length: 60 Minutes

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What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale

Presented by: Jerry Michael & Tom Lydon
September 07, 2023 at 01:00 PM EDT – Length: 60 Minutes

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A Modern Fixed Income Approach For an Unusual Era

Presented by: Bobby Brooks, Tim Anderson, CFA, & Kevin Nicholson, CFA
September 06, 2023 at 03:00 PM EDT – Length: 60 Minutes

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Unleashing the Future: Exploring the Impact of Generative AI on Robotics

Presented by: Wyatt Newman, PhD, Zeno Mercer & Dave Nadig
August 31, 2023 at 02:00 PM EDT – Length: 60 Minutes

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AI Symposium

Presented by: VettaFi & Partners
August 30, 2023 at 11:00 AM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 2.0 CE credits

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High Yield Disruption! Seeking to Navigate Volatility in Today’s Market

Presented by: Paul Herbert, CFA, CAIA, Heather DeGarmo, CFA, and Lara Crigger
August 22, 2023 at 02:00 PM EDT – Length: 60 Minutes

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LiveCast: Portfolio Construction: Keeping Tax-Efficiency Top of Mind

Presented by: Garrett Paolella & Lara Crigger
August 22, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Diversifying Your Fixed Income Strategy

Presented by: Joseph Bozoyan, CFA, James Gearhart, CFA & Robert Huebscher
August 21, 2023 at 02:00 PM EDT – Length: 60 Minutes

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LiveCast: A Timely Conversation with Magellan’s (MMP) CEO

Presented by: Stacey Morris, CFA, Aaron Milford, and Paul Baiocchi, CFA
August 17, 2023 at 12:30 PM EDT – Length: 30 Minutes

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LiveCast: Boost Your Portfolio Through AI Insights

Presented by: Francis Geeseok Oh and Todd Rosenbluth
August 17, 2023 at 11:00 AM EDT – Length: 60 Minutes
Live approved for 1.0 CE credits

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A Tactical Approach to Challenging Markets

Presented by: Edward Egilinsky, Howard Vance, and Tom Lydon
August 15, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Seek equity upside with 100% downside protection?

Presented by: Trey Martin, Tim Urbanowicz, CFA & Todd Rosenbluth
August 10, 2023 at 01:00 PM EDT – Length: 60 Minutes

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How the US Energy Outlook Benefits Midstream/MLPs

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA & Todd Rosenbluth
August 09, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Vol-Trapped: Why Markets Seem Insane & What to Do About It

Presented by: Cem Karsan, Michael Green, CFA & Dave Nadig
July 31, 2023 at 02:00 PM EDT – Length: 60 Minutes

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The T. Rowe Price Capital Appreciation Approach

Presented by: Ira Carnahan, CFA, Chris Murphy, CIMA & Lara Crigger
July 31, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Free Cash Flow Yield: Finding Value Without Sacrificing Growth Potential

Presented by: Scott Kefer, CFA, Michael Mack & Tom Lydon
July 27, 2023 at 01:00 PM EDT – Length: 60 Minutes

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LiveCast: A Dividend Strategy for Uncertain Macro Environments

Presented by: Andy Hicks, Rub McClure, and Lara Crigger
July 26, 2023 at 12:30 PM EDT – Length: 30 Minutes

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The Fixed Income Environment – Understanding Risks and Opportunities

Presented by: Brian Levitt, Jason Bloom & Todd Rosenbluth
July 25, 2023 at 02:00 PM EDT – Length: 60 Minutes

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The Era of the AI Investing Is Near, Are You Ready?

Presented by: Francis Geeseok Oh & Tom Lydon
July 25, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Why Valuation Matters in Today’s Market

Presented by: Brian Kraus, CFA & Tom Lydon
July 20, 2023 at 02:00 PM EDT – Length: 60 Minutes

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How Long is Long Term for Equity Investors?

Presented by: Bryan Hinmon, CFA, Michael Olsen CFA, & Tom Lydon
July 20, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Informed optimism: The economic outlook in this unique business cycle

Presented by: Lara Rhame & Robert Hoffman, CFA
July 18, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Finding Capital Appreciation Opportunities in Today’s Markets

Presented by: David R. Giroux, CFA, Chris Murphy, CIMA & Lara Crigger
July 17, 2023 at 02:00 PM EDT – Length: 60 Minutes

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ROBO Global Indexes Q2 In Review: Index Updates & The Latest Happenings in Disruptive Tech

Presented by: Zeno Mercer, Jeremie Capron & Tom Lydon
July 14, 2023 at 02:00 PM EDT – Length: 60 Minutes

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How to Maximize Dividend Yield Without Sacrificing Growth & Diversification

Presented by: Henry Greene, Jonathan Shelon, CFA, Kevin Orr & Tom Lydon
July 13, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Harnessing the Potential of AI for Better Investment Decisions

Presented by: Francis Geeseok Oh & Tom Lydon
July 11, 2023 at 01:00 PM EDT – Length: 60 Minutes

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LiveCast: Energy Infrastructure Beyond Natural Gas: LNG and NGLs

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Tom Lydon
July 10, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Shareholder Yield vs. Dividend Investing...Who Wins?

Presented by: Meb Faber & Tom Lydon
July 06, 2023 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Finding Alpha from the Supply Chain and Energy Transformations

Presented by: Eddie Hsieh, Alexa Desai, Jennifer Grancio & Todd Rosenbluth
June 28, 2023 at 12:00 PM EDT – Length: 60 Minutes

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Mid-Year Outlook for Stocks, Bonds and the Economy

Presented by: Scott Welch, CIMA, Kevin Flanagan, Jeff Weniger, CFA & Todd Rosenbluth
June 27, 2023 at 02:00 PM EDT – Length: 60 Minutes

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How to invest in American Reshoring?

Presented by: Chris Semenuk, Dan Dusina & Tom Lydon
June 27, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Captaining the Ship Amidst a Changing Interest Rate Backdrop

Presented by: Kristof Gleich, William A. Muggia, & Todd Rosenbluth
June 26, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Using NightShares’ NSPL to Tilt to the Night

Presented by: Bruce Lavine, Ken Nuttall & Lara Crigger
June 26, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Securitized assets: diversifying with an active approach

Presented by: David A. Bees, CFA, Lee Giunta, CFA & Todd Rosenbluth
June 22, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Navigating the muni market: How to stay ahead of the curve

Presented by: Gregory Gizzi, William Roach & Robert Huebscher
June 22, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Why Tech and Industrial REITs Stand Out

Presented by: Sean O’Hara & Todd Rosenbluth
June 21, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Serving the Ultra High Net Worth Client - Insights and Opportunities

Presented by: Paul Ferguson, Ash Chopra, Kelly Maregni & Tom Lydon
June 21, 2023 at 01:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Bonds Are Back – Now What?

Presented by: Mike Contopoulos & Tom Lydon
June 20, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Distinctively Active: Navigating Investment Opportunities in a Transitioning Climate Environment

Presented by: Matt Barry, CFA, Paul Udall & Todd Rosenbluth
June 20, 2023 at 02:00 PM EDT – Length: 60 Minutes

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As Market Uncertainty Looms, Think Defensively

Presented by: Chris Dahlin & Todd Rosenbluth
June 15, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies

Presented by: Marc Odo, Rob Swan, & Todd Rosenbluth
June 14, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Monthly Income Generation in Today’s Volatile Markets

Presented by: Troy Cates, Matthew Fuller, and Tom Lydon
June 14, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Are Clients Getting Paid to Wait? Why Sitting in Cash is Risky

Presented by: Noel Archard, CFA, AJ Rivers, CFA, FRM, CAIA, Matt Sheridan, CFA, Lucas Krupa, & Tom Lydon
June 13, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Barrier Income ETFs: The Latest Innovation in Defined Outcome Investing

Presented by: Graham Day, CFA & Tim Urbanowicz, CFA, & Todd Rosenbluth
June 13, 2023 at 01:00 PM EDT – Length: 60 Minutes

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Simplify Access to U.S. Treasuries

Presented by: Alexander Morris & Lara Crigger
June 13, 2023 at 12:30 PM EDT – Length: 30 Minutes

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Put the Power of the Night into Your Portfolio

Presented by: Ken Nuttall, CFP, Bruce Lavine & Lara Crigger
June 12, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Balancing Recession and Recovery

Presented by: Matthew Bartolini, CFA, Greg Ellston, Adam Grossman & Todd Rosenbluth
June 08, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Beyond Chat: How AI is Impacting Real World Investing Right Now

Presented by: Zeno Mercer, Adam Butler & Dave Nadig
June 07, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Why Your Income Portfolio Needs Energy Infrastructure

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
June 06, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Worried About Recent Bank Failures? Find Out What’s Next

Presented by: Simeon Hyman, CFA & Todd Rosenbluth
May 24, 2023 at 03:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Investing in Infrastructure—Opportunities from Developed Countries to Emerging Market

Presented by: Josh Duitz, Eric Purington, Dan Buchanan & Robert Huebscher
May 23, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Finding Opportunities in a Challenging Fed Environment

Presented by: Jeremy Schwartz, Kevin Flanagan & Lara Crigger
May 11, 2023 at 02:00 PM EDT – Length: 60 Minutes

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The Importance of Dividends and Value during Uncertain Times

Presented by: Andy Hicks, Rub McClure, and Todd Rosenbluth
May 02, 2023 at 02:00 PM EDT – Length: 60 Minutes

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Was 2022 The Best Year for ETF Industry?

Presented by: Cinthia Murphy & Todd Rosenbluth
January 13, 2023 at 02:00 PM EST – Length: 30 Minutes

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Emerging markets and the opportunity ahead

Presented by: Dan Buchanan & Tom Harvey
December 20, 2022 at 02:00 PM EST – Length: 60 Minutes

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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

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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

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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

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Financial Planning for Female Clients

Presented by: Pamela J. Sams, CRPC & Robert Huebscher
December 13, 2022 at 02:40 PM EST – Length: 60 Minutes

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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

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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

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Defined Outcome ETFs™: More relevant today than ever before

Presented by: Graham Day, CFA & Joe Becker
December 13, 2022 at 11:10 AM EST – Length: 60 Minutes

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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

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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

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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

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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

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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

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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

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New insights on income portfolios with an eye on Bob Doll’s midterm predictions

Presented by: Garrett Paolella, Robert C Doll, CFA® & Aaron Gilman
November 17, 2022 at 02:00 PM EST – Length: 60 Minutes

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Creating a Goals-Based Retirement Income Plan

Presented by: Michael Finke, PhD, Lauren Drapeau & Edward J. Mercier
November 15, 2022 at 03:30 PM EST – Length: 60 Minutes

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Ask an expert: How to become an “uncomparable” advisor

Presented by: Kristen Luke & Robert Huebscher
November 14, 2022 at 01:00 PM EST – Length: 60 Minutes

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Retirement reset: Helping clients navigate a recession

Presented by: Kevin Morris, Seema Shah & Sri Reddy, CFA
November 10, 2022 at 03:15 PM EST – Length: 60 Minutes

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Rates Are Rising – A Plan for Your Stock and Bond Portfolio

Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
November 01, 2022 at 01:00 PM EDT – Length: 60 Minutes

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Cybersecurity: A Critical Investment Theme for a Secure Future

Presented by: MacKenzie Gilmore, Mark Marex, CFA, Andrew Hull & Brian Comiskey
October 27, 2022 at 01:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Pursuit of Reward in the Face of Risk

Presented by: Graham Day, CFA & Michael Zaslavsky, CFA, CAIA
October 25, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Exploring Paths to Independence

Presented by: Scott Coleman, Eric Showalter & Steve Tenney
October 20, 2022 at 03:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Portfolio Perspectives: Innovation Never Stops

Presented by: Jon Maier, Michelle Cluver, CFA & Tom Driscoll
October 18, 2022 at 02:00 PM EDT – Length: 60 Minutes

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Ethics Training

Presented by: Marguerita Cheng, CFP®
October 17, 2022 at 01:00 PM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live approved for 2.0 CE credits

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Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy

Presented by: Beth Zayicek, Bert J. Crouch & Justin Rimel
October 04, 2022 at 02:00 PM EDT – Length: 60 Minutes

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Municipals in focus: Why munis? Why now?

Presented by: Gregory A. Gizzi & William Roach, CFA, CMT
September 28, 2022 at 02:00 PM EDT – Length: 60 Minutes

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Direct Indexing and the Shift to Personalized Portfolios

Presented by: Brandon Thomas & Michael Featherman, CFA
September 27, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 1.0 CE credits

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Navigating the Mortgage Market Through Rate Volatility and Quantitative Tightening

Presented by: Henry Song, CFA & Douglas Gimple
September 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 1.0 CE credits

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The keys to the real estate market during economic uncertainty

Presented by: Lara Rhame, Robert Hoffman, CFA, & Andrew Korz
September 21, 2022 at 03:00 PM EDT – Length: 60 Minutes
On-demand approved for 1.0 CE credits

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Perception vs. Reality - The Vital Role of Insurance in a Thriving Advisory Practice

Presented by: Edward J. Mercier, Mark Colaço, & James Pryor
September 20, 2022 at 04:00 PM EDT – Length: 60 Minutes
On-demand approved for 1.0 CE credits

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AB Disruptor Series: The Future of Energy

Presented by: Rick Brink, CFA, Robert Brackett, Jean Ann Salisbury, Oswald Clint, & Deepa Venkateswaran
September 15, 2022 at 02:00 PM EDT – Length: 60 Minutes

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Next Generation of Solutions-Based ETFs: Tactical Asset Allocation Combined with Income

Presented by: Thomas Campbell, Jonathan Malchon & Mark Marex
September 14, 2022 at 01:00 PM EDT – Length: 60 Minutes

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How to Vet a Real Estate Fund Manager

Presented by: David Scherer
September 07, 2022 at 02:00 PM EDT – Length: 60 Minutes

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Annuity Foundations: Your Questions Answered

Presented by: David Lau, Wade Pfau, Ph.D., & Bob Veres
September 06, 2022 at 01:00 PM EDT – Length: 60 Minutes

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How to Get Started with Commission-Free Annuities

Presented by: David Lau & Bob Veres
August 30, 2022 at 01:00 PM EDT – Length: 60 Minutes

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Why Energy Infrastructure? Potential Income, Real Asset Exposure and More

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA & Tom Lydon
August 17, 2022 at 02:40 PM EDT – Length: 60 Minutes

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Surprise and Delight Creates Clients for Life

Presented by: Kirk Hulett & Brittany Abbate
August 17, 2022 at 01:30 PM EDT – Length: 60 Minutes

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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

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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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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The Drivers of Economic Growth – Tyler Cowen

Presented by: Tyler Cowen
August 17, 2022 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Recession Proof Your Portfolio and Capitalize on Opportunities

Presented by: Joe Becker, FRM & Tim Urbanowicz, CFA
August 16, 2022 at 01:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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The Future of Advice: Trends Every Advisor Needs to Know

Presented by: Suzanne Siracuse, Dr. Preston D. Cherry, Tyrone Ross, & Marguerita Cheng
August 16, 2022 at 11:10 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Investing in UITs: Your Questions Answered

Presented by: Ben Jones, Kevin Mahn, & John McLoughlin, CIMA
August 03, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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How to Align Commission-Free Annuities with Client Needs

Presented by: David Lau & Wade Pfau, Ph.D.
August 02, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Food Fight: The Immediacy and Opportunity in Agriculture Investing

Presented by: Shawn Reynolds & Ammar James
July 27, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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Recession Odds on the Rise and What’s Already Priced In

Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
July 21, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand approved for 1.0 CE credits

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Ask an Expert: Solving the Advisor Retirement-Income Dilemma

Presented by: David Macchia & Kerry Pechter
July 18, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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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
CIMA®, CPWA®, CIMC®, and RMA® approved for 1.0 CE credits

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Portfolio Perspectives – Recession or Not, That’s the Question

Presented by: Jon Maier, Michelle Cluver, CFA, & David Beniaminov
June 28, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski & Andy Kern
June 23, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand approved for 1.0 CE credits

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Credit in Focus: Finding Value in High Yield and Bank Loans

Presented by: Adam H. Brown, CFA, John P. McCarthy, CFA & Paul A. Matlack, CFA
June 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand approved for 1.0 CE credits

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Infrastructure: Portfolio Foundation in Times of High Inflation and Low Yield

Presented by: Scott Helfstein, PhD, Kieran Kirwan, CAIA, & Troy Goldstein
June 09, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP® approved for 1.0 CE credits

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Non-U.S. Equities: Separating Fact From Sentiment

Presented by: Matt Burdett, Lei Wang, CFA, Charles Wilson, PhD
May 26, 2022 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski & Andy Kern
May 25, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Measuring and Mitigating Risks to Retirement Spending

Presented by: Rick Bookstaber, Govinda Quish, & David Stone
May 18, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Playbook for a Fed rate hike cycle

Presented by: Lara Rhame & Kara O’Halloran, CFA
May 17, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Building Resilient Portfolios for Uncertain Markets

Presented by: Joe Becker, Wade Pfau, & Paul Waldeier
May 10, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Rethink the "40" in your 60/40: Why Alternative Income Complements Fixed Income Allocations

Presented by: Scott Kefer
May 05, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Dividend Growth Strategies for Rising Rates and Changing Markets

Presented by: Simeon Hyman, Kieran Kirwan & Troy Goldstein
April 28, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Making Sense of Market and Policy Uncertainty

Presented by: Brian Levitt & Andy Blocker
April 26, 2022 at 04:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski & Andy Kern
April 21, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Income Alternatives in a Rising Rate Environment

Presented by: Fran Rodilosso, CFA
April 07, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Demographics, Gender and Wealth: Profiting from The Retirement Income Revolution

Presented by: David Macchia, MBA, RMA, CBBF
April 05, 2022 at 03:50 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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How to Implement an Effective Healthcare Planning Strategy

Presented by: Christine Simone, Amanda Stahl, & Cynthia Hoes
April 05, 2022 at 02:40 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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The Lights are Changing With Tom Wald, CFA®

Presented by: Tom Wald, CFA®
April 05, 2022 at 01:30 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Inflation, Fed Tightening, and War – Implications for the Economy and Markets

Presented by: Matthew Bush, CFA®, CBE & Maria Giraldo, CFA®
April 05, 2022 at 12:20 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Building a Wartime Portfolio with Buffer ETFs

Presented by: John Southard, CFA & Tim Urbanowicz, CFA
April 05, 2022 at 11:10 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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The Outlook for 2022 and Beyond – John Mauldin

Presented by: John Mauldin
April 05, 2022 at 10:00 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Navigating Fixed Income Markets as the Fed Tackles Inflation

Presented by: Edward Al-Hussainy, Jason Callan & Katy Nuss, CFA
March 31, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Connect and Grow with Video

Presented by: Samantha Russell
March 30, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, and RMA® approved for 1.0 CE credits

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Investing in Uncertain Times: An Emerging Markets Perspective

Presented by: David Dali, John Paul Lech, Peeyush Mittal, CFA & Alex Zarechnak
March 29, 2022 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski & Andy Kern
March 24, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Navigating Volatility With Conviction: Fixed Income Perspectives

Presented by: Daniela Mardarovici, CFA, Adam Brown, CFA, & Paul Matlack, CFA
March 23, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Bad Financial Advisor Marketing and How to Avoid It

Presented by: Kristi Toland & James Pollard
March 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Navigating inflation, policy and global growth

Presented by: Lara Rhame & Ryan Caldwell
March 16, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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A Stock and Bond Playbook for Rising Rates

Presented by: Simeon Hyman, Daniel Bush, Kieran Kirwan & Troy Goldstein
March 10, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Enhancing Portfolio Yield With the Smart and Efficient Use of Private Credit

Presented by: Marco Hanig, PhD & Mike Dowdall, CFA®
March 09, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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The Ultimate Way to Show Prospects Your Planning Abilities

Presented by: Andrew Altfest & Josh Grossberg
March 08, 2022 at 02:00 PM EST – Length: 60 Minutes

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Positioning portfolios for Fed tightening and the risk of persistent inflation

Presented by: Brian Levitt, Kathy Kriskey, & Kevin Petrovcik
March 01, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Ask an Expert Series Featuring Wade Pfau

Presented by: Wade Pfau, PhD
February 25, 2022 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski and Andy Kern, PhD
February 16, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Grow Your Clients’ Wealth With Private Real Estate

Presented by: David Scherer
February 10, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Richard Bernstein: Valuations Matter and How to Reposition Allocations

Presented by: Jeffrey Royal and Richard Bernstein
February 08, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Buffered Equities and the Risks Facing Retirees

Presented by: Matt Kaufman and John Southard, CFA
January 25, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski and Andy Kern, PhD
January 20, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Combat the Potential Perils of High Inflation with ASYMmetric Returns

Presented by: Darren R. Schuringa, CFA
January 19, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Where We Stand: Transamerica 2022 Market Outlook

Presented by: Tom Wald, CFA
January 13, 2022 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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2022 is here: Macro outlook, inflation, and market implications

Presented by: Robert Hoffman, CFA and Lara Rhame
January 12, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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2022 Commodities Outlook – The ghosts of commodities past, present and future

Presented by: Stan Kiang, CIMA® and Robert Minter, CFA, CMT, CAIA
December 16, 2021 at 02:00 PM EST – Length: 60 Minutes

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Global X 2022 Outlook: Navigating a More Selective Market

Presented by: Jon Maier, Michelle Cluver, CFA, Morgane Delledonne and Rohan Reddy, CFA
December 15, 2021 at 02:00 PM EST – Length: 60 Minutes

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Taxing Times: Debt, Tax Reform, and Strategies for Uncertainty

Presented by: Ryan C. Bertrand, CFP®, CLU®
December 14, 2021 at 11:00 AM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Moneyball Investing: Avoiding the Losers in a Portfolio

Presented by: Julian Koski and Andy Kern, PhD
December 09, 2021 at 02:00 PM EST – Length: 60 Minutes

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How to accelerate your equity gains in a 60/40 portfolio

Presented by: Graham Day, CFA and Joe Becker, FRM
December 07, 2021 at 02:00 PM EST – Length: 60 Minutes

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Beyond China: Opportunities in Asian and Emerging Markets in 2022

Presented by: Robert J. Horrocks, PhD, S. Joyce Li, CFA and John Paul Lech
December 02, 2021 at 02:00 PM EST – Length: 60 Minutes
Pending CE-approval approved for 1.0 CE credits

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If Rates Are Rising, Your Dividends Need to Be Growing

Presented by: Simeon Hyman, CFA, Troy Goldstein and Kieran Kirwan, CAIA
December 01, 2021 at 02:00 PM EST – Length: 60 Minutes

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Municipals in focus: A bond market review and outlook

Presented by: Gregory A. Gizzi and William Roach, CMT
November 30, 2021 at 02:00 PM EST – Length: 60 Minutes

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How tax-advantaged opportunity zone investing helps clients

Presented by: David Scherer
November 22, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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China, COVID-19, And Black Friday: The Latest on the E-Commerce Opportunity

Presented by: Simeon Hyman, CFA, Scott Helfstein PhD, and Brandon Riker
November 18, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Putting Client Cash to Work—Efficiently

Presented by: Rick Brink, Daryl Clements
November 17, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Senior Loans: A solution for low yields and rising rates

Presented by: Brian Levitt, Taylor Watts, Jack Cunningham
November 16, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, and On-demand approved for 1.0 CE credits

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Small caps - taking a breather or taking off?

Presented by: Scott Conlon and Tim Skiendzielewski
November 11, 2021 at 02:00 PM EST – Length: 60 Minutes

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Focusing on Quality in a Mid-Cycle Market

Presented by: Jeffrey Royal and Eric Lynch
November 10, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, and On-demand approved for 1.0 CE credits

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How do you tap into innovation? With more choices than ever

Presented by: Ryan McCormack, Mark Marex, and Michael Aitken
November 09, 2021 at 02:00 PM EST – Length: 60 Minutes

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Why Energy Infrastructure Belongs in Your Portfolio Today

Presented by: Stacey Morris, CFA and Paul Baiocchi, CFA
November 04, 2021 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

Watch Now

Stocks and Bonds Too Risky? Explore the Third Alternative: ASYMmetric Returns

Presented by: Darren R. Schuringa, CFA
November 03, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

Watch Now

All Eyes on the Fed Meetings: Interest Rate Risk and Bond Portfolio Strategies

Presented by: Simeon Hyman, CFA and Kieran Kirwan, CAIA with Troy Goldstein
November 02, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Picking Winners Is a Losing Game – Lessons Learned From Moneyball

Presented by: Julian Koski and Andy Kern, PhD
October 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

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Beyond China—Asian Investment Opportunities in India & Japan

Presented by: Dan Buchanan, Chern-Yeh Kwok, and James Thom
October 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Bond Investing in the Face of Uncertainty: A Multi-Sector Approach

Presented by: Steve Rocco, CFA and Andrew Fox, CFA, CIMA®
October 20, 2021 at 03:00 PM EDT – Length: 60 Minutes

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Do we have to taper tantrum again?

Presented by: Brian Levitt and Matt Brill, CFA®
October 19, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Best Practices for Retirement Income Planning + How a New Tool can Help

Presented by: Wade Pfau and David Stone
October 13, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Capturing the Growth in Emerging Markets: The Next Frontier

Presented by: Kevin T. Carter and Akeem Bailey
October 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

Watch Now

Cybersecurity: The Investment Theme for a Secure Future

Presented by: Mike Sentonas, Andrew Hull, Brian Comiskey and Ben Jones
October 07, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

Watch Now

Keys to Maximizing Yield in a Low Interest Rate World

Presented by: Brian Resnick, CFA and Will Smith, CFA
September 30, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Making It Last: Advanced Retirement Income Strategies for Everyday Investors

Presented by: Dan Bone, CIMA
September 29, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Restoring Retirement: Security in Uncertain Times

Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
September 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand approved for 1.0 CE credits

Watch Now

How to Avoid Strikeouts on the Diamond or in the Market - The Moneyball Approach to New Age Portfolio Management

Presented by: Julian Koski and Andy Kern, PhD
September 23, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Playing Defense: Seek to Protect your market gains with Buffer ETFs™

Presented by: Graham Day and Bruce Bond
September 22, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Yield is Just a Number: How Nasdaq Dorsey Wright’s Approach Can Help Investors Meet Cash Flow Needs

Presented by: Chuck Fuller, David I. Cohen, David Miller and Matthew J. Patterson
September 21, 2021 at 02:00 PM EDT – Length: 60 Minutes

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The Biden Tax Plan and Opportunities in Municipals

Presented by: Andy Blocker, Stephanie Larosiliere, and Tim Spitz
September 08, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Annuity Questions, Answered

Presented by: Michael Finke, David Blanchett, and Wade Pfau
August 25, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand approved for 1.0 CE credits

Watch Now

Tips and Best Practices on Buying or Selling your Practice

Presented by: Junette McCarthy and Jon Webb, and Todd Fulks
August 25, 2021 at 01:45 PM EDT – Length: 60 Minutes

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Defined Outcome Products: Rationale, Implementation, and Risk

Presented by: Wes Matthews and Julien Chuard
August 25, 2021 at 12:30 PM EDT – Length: 60 Minutes

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3-D Advisor Growth: Next Level Processes to Elevate Your Firm

Presented by: Daniel Crosby, Todd Bertucci and George Svagera
August 25, 2021 at 11:15 AM EDT – Length: 60 Minutes

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Portfolio Insights: Effective Investment Strategies in the Current Market

Presented by: Ryan Barksdale
August 25, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and On-demand approved for 1.0 CE credits

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Nurturing Diversity in Financial Services

Presented by: Sara Grillo, Andrew Komarow, Christopher Woods, and Terron Tidwell
August 24, 2021 at 04:15 PM EDT – Length: 60 Minutes

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Like Ships Passing in the Night: Results of the 2021 RIA PARI Survey

Presented by: David Stone and Lauren Drepeau
August 24, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand approved for 1.0 CE credits

Watch Now

Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics

Presented by: Julian Koski and Andy Kern
August 24, 2021 at 01:45 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand approved for 1.0 CE credits

Watch Now

The Truth About the Future of the Financial Advisor

Presented by: Matt Reiner
August 24, 2021 at 12:30 PM EDT – Length: 60 Minutes

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Jeffrey Gundlach on What’s in Store for the Markets and the Economy

Presented by: Jeffrey Gundlach
August 24, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

Watch Now

A New Era for Infrastructure: Building a Bigger, More Sustainable Future

Presented by: Troy Goldstein, Troy Goldstein and Kieran Kirwan, CAIA
August 10, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Taking Muni Bonds to the Next Level: Where Cutting-Edge Tech and Fundamental Research Meet

Presented by: Daryl Clements, Jason Mertz, and Jeff Reiss
August 04, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Mutant Capitalism: Maximizing Opportunity in a New Era of Investing

Presented by: Daniela Mardarovici, CFA
August 03, 2021 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

Watch Now

Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics

Presented by: Julian Koski and Andy Kern, PhD
July 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Are Your Portfolios Ready if US Stocks Underperform?

Presented by: Brian Levitt, Eric Pearson, CFA®, and John Delano, CFA®
July 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Scared of Bonds? Buffer ETFs as a Bond Fund Alternative

Presented by: Trevor Terrell and Joe Becker, FRM
July 27, 2021 at 02:00 PM EDT – Length: 60 Minutes

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IRAs: Goldmine or Minefield?

Presented by: Chris McGovern
July 15, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Keep Your Options Open: Access the Nasdaq-100 with Options Strategies

Presented by: Eric McArdle, Troy Cates, Joe Tigay, and Efram Slen
July 14, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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The Big Picture

The Big Picture Safe Withdrawal Rate Application

Presented by: Ryan McLean
July 08, 2021 at 12:00 PM EDT – Length: 60 Minutes

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Five Proven Strategies to Transform Your Clients’ Future

Presented by: Samantha Russell
June 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Amazon is Big, E-Commerce is Bigger: The (Still!) Early Opportunity of Online Retail

Presented by: Troy Goldstein, Scott Helfstein PhD, and Simeon Hyman, CFA
June 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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How to Evaluate and Compare Annuities

Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 24, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Tom Dorsey on Selecting the Outperformers in the Nasdaq-100

Presented by: Tom Dorsey, Jay Gragnani , Simeon Hyman, and Troy Goldstein
June 22, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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Exploring Opportunities in International Markets

Presented by: Grady Burkett, CFA, Krishna Mohanraj, CFA, and Yiting Liu, CFA
June 17, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Semiconductors: The Building Blocks of Today’s Thematic Tech Landscape

Presented by: Rene Reyna, CFP® and Mark Marex, CFP ®
June 16, 2021 at 02:45 PM EDT – Length: 30 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 0.5 CE credits

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Biotech: A True Benchmark for Technology-Driven Innovation in Healthcare

Presented by: Rene Reyna, CFP® and Mark Marex, CFP®
June 16, 2021 at 02:00 PM EDT – Length: 30 Minutes

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Using Annuities with Purpose

Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 10, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand approved for 1.0 CE credits

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De-risking Bond Allocations with Guggenheim & Litman Gregory

Presented by: Mike Pacitto, CFP®, CIMA®, Jack Chee and Steve Brown, CFA
June 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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How Annuities Impact Financial Plans and Client Behavior

Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 03, 2021 at 12:30 PM EDT – Length: 60 Minutes

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Outperformance Through Valuation and Wealth Creation

Presented by: Rafael Resendes
May 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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An RIA’s Perspective on Preparing Client Portfolios For Lower Future Returns

Presented by: Graham Day and Steve Osterink, Jr. CFA ® CFP ® AIF
May 26, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Opportunities in Fixed- Income

Presented by: Adam McCabe
May 25, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Head in the Cloud? You’re in Good Company

Presented by: David Wehrs and Brian Comiskey
May 19, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Income, Energy Infrastructure and MLPs: Post Earnings Season Updates

Presented by: Shneur Gershuini, Cat Gordon and Stacey Morris
May 13, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Take the Concentration Risk out of the S&P 500

Presented by: Nick Kalivas
May 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

Watch Now

Rethink the “40” in your 60/40: Why Alternative Income Deserves a Slice of the Traditional “40” Fixed Income Allocation

Presented by: Scott Kefer, CFA, Kevin Bales, CFA, and Ian Saunders
April 28, 2021 at 02:00 PM EDT – Length: 60 Minutes

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The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns

Presented by: Robert Sofia
April 27, 2021 at 02:00 PM EDT – Length: 60 Minutes

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HighTower Advisors

Annuities for Today’s Retirement Realities

Presented by: Wade Pfau, Michael Finke David Blanchett, and David Lau
April 20, 2021 at 03:45 PM EDT – Length: 60 Minutes

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Market Outlook: Opportunities in a Changing Landscape

Presented by: Tom Wald
April 20, 2021 at 02:30 PM EDT – Length: 60 Minutes

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Staying on Offense with Fixed Income

Presented by: Brian Smedly and Suzanne Siracuse
April 20, 2021 at 01:15 PM EDT – Length: 60 Minutes

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A Foolproof Way To Engage Anyone 100% of the Time

Presented by: Dan Solin and Bev Flaxington
April 20, 2021 at 12:15 PM EDT – Length: 60 Minutes

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A Conversation with John Hussman

Presented by: John Hussman
April 20, 2021 at 11:00 AM EDT – Length: 60 Minutes

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Yoga for all levels with Advisor Perspectives' Ashley Taylor

Presented by: Ashley Taylor
April 20, 2021 at 09:00 AM EDT – Length: 45 Minutes

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Future Proof Your Practice: Learnings from 2020

Presented by: Alex Chalekian, Pete Dorsey, and Teddy Levitt
April 15, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Increase Your Upside Potential with Innovator Accelerated ETFs

Presented by: Trevor Terrell and Wes Mathews
April 14, 2021 at 02:00 PM EDT – Length: 60 Minutes

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The Evolution of Value Investing

Presented by: Adam Calamar, CFA, Richard Clark, Kurt Havnaer, CFA, Tyra Pratt, CFA, Jorge Rivas, CFA, and Eric Schoenstein
April 13, 2021 at 02:00 PM EDT – Length: 60 Minutes

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30 Days to a Successful Niche Strategy

Presented by: Kirk Hulett
April 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Navigating Fixed Income in a Rising Rate Environment

Presented by: Jeffrey Royal, Daniel D. Dolan Jr, and Roger S. McEniry
April 06, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Positioning for the New Cycle with Global Equities

Presented by: George Evans CPA and Brian Levitt
March 31, 2021 at 02:00 PM EDT – Length: 60 Minutes

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Future-Proofing Your Portfolio: Investing in Innovative Technologies

Presented by: Jeremie Capron and Lisa Chai
March 18, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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The Inflation Trade Anew

Presented by: Veronica Zhang, Charles Cameron, Shawn Reynolds, and Roland Morris
March 16, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Investing in Low-Volatility, High Quality Stocks to Play Portfolio Defense

Presented by: Dan Waldron and Ben Jones
March 11, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Emerging Markets in 2021: The Case for Increasing Exposure Now

Presented by: John P. Calamos Sr., Nick Niziolek & Todd Speed
March 10, 2021 at 02:00 PM EST – Length: 60 Minutes

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Technology is the New Oil: The Changing Nature of Emerging Markets

Presented by: Ajay Krishnan, CFA and Scott Thomas, CFA
March 04, 2021 at 02:00 PM EST – Length: 60 Minutes

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Personal to the Core: Making Passive Investing Personal

Presented by: Erich A. Holland and J. Womack
March 03, 2021 at 02:00 PM EST – Length: 60 Minutes

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Why Core? Finding Opportunities in the Securitized Market

Presented by: Henry Song CFA and Douglas Gimple
February 25, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, CFA®, and CFP® On-demand approved for 1.0 CE credits

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Financial Professionals Guide to Estate Planning

Presented by: Nick Arndt
February 24, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Uncertain Markets: Focusing on “Midfielder” Companies

Presented by: Todd C. Ahlsten & Turner Miller, CFA
February 18, 2021 at 02:00 PM EST – Length: 60 Minutes

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Frontier Tech Investing with LOUP

Presented by: Bruce Bond and Gene Munster
February 09, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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New Year, New Risks: What to Know About Putting Convertible Securities to Work in 2021

Presented by: John P. Calamos, Sr., Eli Pars and Joseph Wysocki
February 04, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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The Future of Emerging Markets & The Coming Digital Generation

Presented by: Kevin T. Carter
February 02, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Hedge Funds Are Back – Can Allocators Get Hedge Fund Alpha in an ETF?

Presented by: Jeffrey Royal & Andrew Beer
January 26, 2021 at 02:00 PM EST – Length: 60 Minutes

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New Year, New Reasons to Diversify with Precious Metals

Presented by: Stan Kiang and Steve Dunn
January 21, 2021 at 02:00 PM EST – Length: 60 Minutes

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Emerging Technologies in Emerging Markets

Presented by: Chelsea Rodstrom, Brian Comiskey, & Ben Jones
January 19, 2021 at 02:00 PM EST – Length: 60 Minutes

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The Simple Framework that Drives 5X Better Marketing Results

Presented by: Robert Sofia
January 12, 2021 at 02:00 PM EST – Length: 60 Minutes

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2021 Outlook: Can Asian Equities Lead the Way to a Global Recovery?

Presented by: Robert J. Horrocks, John Paul Lech, and Andy Rothman
December 15, 2020 at 02:00 PM EST – Length: 60 Minutes

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2021 Outlook: The Innovation Economy

Presented by: Brian Levitt, Ryan McCormack and Mark Marex
December 09, 2020 at 02:00 PM EST – Length: 60 Minutes

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Attractive Equity Investment Opportunities in a post-COVID Environment

Presented by: Jeff Seeley, Matthew Kelley and Alan Langsner
December 08, 2020 at 02:00 PM EST – Length: 60 Minutes

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Investing in Disruptive Tech: Capturing the Growth of Robotics, AI & Health Tech

Presented by: Jeremie Capron and Bill Studebaker
December 02, 2020 at 02:00 PM EST – Length: 60 Minutes

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Understanding How Investing in a Qualified Opportunity Zone Fund Can Provide Capital Gains Tax Relief

Presented by: Kevin Shields
December 01, 2020 at 02:00 PM EST – Length: 60 Minutes

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Positioning Your Portfolio for the Future of Investing

Presented by: Steve Sachs and Marissa Ansell
November 19, 2020 at 02:00 PM EST – Length: 60 Minutes

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The Growing Case for Broader Investment Beyond Domestic Equities

Presented by: Daniel C. Roarty, Walt Czaicki and Mark Phelps
November 18, 2020 at 01:00 PM EST – Length: 60 Minutes

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2020 Election: Now What?

Presented by: Brian Levitt
November 17, 2020 at 02:00 PM EST – Length: 60 Minutes

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Investors Need Yield: A Distinct Nasdaq Dorsey Wright Approach for a Zero-Yield World

Presented by: Michael Schoonover, David Miller, Matthew J. Patterson and Patrick Wolf
November 12, 2020 at 02:00 PM EST – Length: 60 Minutes

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Year-End Strategies

Presented by: Nick Arndt
November 11, 2020 at 02:00 PM EST – Length: 60 Minutes

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How Digital Transformation is creating New Investment Opportunities in Small Caps across the Globe

Presented by: Jeff Seeley, Tucker Walsh and Rob Forker
November 10, 2020 at 02:00 PM EST – Length: 60 Minutes

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Thematic Investing: Catch the NEXT Wave of Innovators

Presented by: Mark Marex and Scot Kefer
November 04, 2020 at 02:00 PM EST – Length: 60 Minutes

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Commodities: Portfolio diversification with the building blocks of our daily lives

Presented by: Stan Kiang, Steve Dunn, and Robert Minter
October 29, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Election 2020 and Client Portfolios: Using Innovator Buffer ETFs to Hedge Election Risk

Presented by: Bruce Bond and Graham Day
October 28, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Why ESG should matter to you and your clients

Presented by: Di Zhou and Jake Walko
October 27, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Discover the Investment Opportunities in Junior Biotechnology

Presented by: Mark Marex and Paul Dellaquila
October 22, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Explore a world of change—in one ETF

Presented by: Troy Goldstein, Simeon Hyman, and Scott Helfstein
October 20, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Strengthen your Core with ETFs

Presented by: John Feyerer and Nicholas Kalivas
October 15, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Keeping Up with Rapidly Shifting ESG Topics

Presented by: Iyassu Essayas, Rachel Nishimoto, and Joe Sinha
October 14, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Elevating Your Practice with Model Portfolios: The Why and How GSAM Can Help

Presented by: Tom Driscoll, Mike Darling, and Chris Lvoff
October 13, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Health Care Planning in the Age of COVID

Presented by: Carolyn McClanahan and Dorothy Hinchcliff
October 07, 2020 at 04:00 PM EDT – Length: 50 Minutes

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How to Leverage Technology to Grow and Scale Your Practice

Presented by: Andrew Altfest, Suzanne Siracuse and Robert Sofia
October 07, 2020 at 03:00 PM EDT – Length: 50 Minutes

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Thematic ETFs for Right Now

Presented by: John Feyerer, Ryan Issakainen, Jeff Spiegel and Robert Huebscher
October 07, 2020 at 02:00 PM EDT – Length: 50 Minutes

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Understanding Variable Annuities In Retirement Planning

Presented by: David Blanchett, Michael Finke, David Lau and Wade Pfau
October 07, 2020 at 01:00 PM EDT – Length: 50 Minutes

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Defined Outcome Investing: All That You Want to Know

Presented by: Richard Jory, Wes Mathews, Vinit Srivastava and Regan Teague
October 07, 2020 at 12:00 PM EDT – Length: 50 Minutes

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A Q&A With Bob Veres on the Future of the Advisory Profession

Presented by: Bob Veres and Robert Huebscher
October 07, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Fixed Income Outlook - Playing Offense

Presented by: Chris Cosantino and William Costigan
October 06, 2020 at 04:00 PM EDT – Length: 50 Minutes

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What's Next For The Fiduciary Standard And Why Advisors Should Care

Presented by: Ron Rhoades, Knut Rostad and Dorothy Hinchcliff
October 06, 2020 at 03:00 PM EDT – Length: 50 Minutes

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Uncovering Income-Boosting Opportunities in a Low-Rate Environment

Presented by: Jay McAndrew, Gene Tannuzzo and Marc Zeitoun
October 06, 2020 at 02:00 PM EDT – Length: 50 Minutes

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Responsible Alpha® in a Changing World: Innovation as the Cornerstone of Positive Societal Change

Presented by: Stephen Sexeny, Jane White and Robert Huebscher
October 06, 2020 at 01:00 PM EDT – Length: 50 Minutes

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The Healthcare Conversation: Will it Save or Sink Your Business?

Presented by: Joanne Giardini-Russell, Phil Lubinski, Tom O'Connor and Sheryl O'Connor
October 06, 2020 at 12:00 PM EDT – Length: 50 Minutes

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A Q&A With David Rosenberg: The Road Ahead For Investors

Presented by: David Rosenberg and Robert Huebscher
October 06, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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2020 Election: 10 truths no matter who wins

Presented by: Brian Levitt
September 30, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Valuation Driven® Investing: Exploiting Value and Growth Investors for Long-Term Wealth Creation

Presented by: Rafael Resendes
September 29, 2020 at 02:00 PM EDT – Length: 60 Minutes

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What’s ahead for post-election markets?

Presented by: Stephen Gallagher, Simeon Hyman, and Kieran Kirwan
September 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA® approved for 1.0 CE credits

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Play bigger than you are: Effective team formation

Presented by: Abram Claude
September 23, 2020 at 02:00 PM EDT – Length: 60 Minutes

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The Modern Gold Rush - Making Sense of Today’s Precious Metal Investment Opportunities

Presented by: Stan Kian, Steve Dunn, and Bob Minter
September 17, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, Live, and On-demand approved for 1.0 CE credits

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Limiting Risk and Growing Wealth with Fixed Income

Presented by: Bill Phillips
September 16, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, Live, and On-demand approved for 1.0 CE credits

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Looking for Income with Covered Call Strategies

Presented by: Jay Jacobs, Rohan Reddy, & Ben Jones
September 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 1.0 CE credits

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How Regulatory Changes and A.I. Technology are Driving Opportunities to Grow 401(k) Assets

Presented by: Megan Gunsorek, Louis Rosenberg, & Thomas Frost
September 10, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Balancing Income, Risk and Uncertainty with Municipal Bonds

Presented by: Eddie Bernhardt, Jason Bloom, Stephanie Larosiliere, & Adam Rochlin
August 19, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Behavioral Finance: The Power of Behavior to Build Wealth + Health

Presented by: Mark Halloran
August 13, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Looking Forward: Using a Proven ETF Rating to Build Better Client Portfolios

Presented by: Marc Chaikin
August 11, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Q&A: Communicating and Building Trust with Clients In A Virtual World

Presented by: Carol Anderson, Dan Solin, and Bob Veres with moderator Dorothy Hinchcliff
August 04, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Implementing a GBWM Framework with the SEI American Funds® Strategies

Presented by: John Anderson, J. Womack, and Chris Gies
July 30, 2020 at 02:00 PM EDT – Length: 60 Minutes

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How COVID-19 Changed the Risk-Tolerance Discussion Forever

Presented by: Aladin Abughazaleh and Kerry Ryan, CPWA®
July 28, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Understanding the Investing Dynamics of Corporate Bonds in 2020

Presented by: Daniel Dolan & Roger McEniry of Dolan McEniry Capital Management and Jeffrey Seeley of iM Global Partner
July 23, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Thematic Investing & the Stay-at-Home Economy

Presented by: Jay Jacobs, Pedro Palandrani, and Andrew Little
July 22, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Redefining Income Generation and Risk Mitigation Using the Nasdaq-100

Presented by: Phil Mackintosh, Efram Slen, and Jonathan Molchan
July 15, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Practice management: A Navy SEAL’s secrets of success under conditions of uncertainty

Presented by: Jonathan D. Wilson National Accounts Manager Capital Group
June 30, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Q&A: How the Pandemic has Changed Advisory Practices

Presented by: Dorothy Hinchcliff, Dan Solin, Beverly Flaxington, and Sara Grillo
June 24, 2020 at 02:00 PM EDT – Length: 60 Minutes

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A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios

Presented by: Bruce Bond, Graham Day, Rob Schulz, and Austin Smith
June 23, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Accessing the Nasdaq 100 with Built-In Buffers

Presented by: Bruce Bond & Graham Day of Innovator ETFs and Ben Jones of Nasdaq
June 11, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Looking Forward: ETFs In Your Clients’ Best Interest

Presented by: Carlton Neel, Pete Carmasino, and Sash Hayman
June 04, 2020 at 02:00 PM EDT – Length: 60 Minutes

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The Long Game: A Case for Investing in Emerging Markets Through Periods of Volatility

Presented by: Donald Amstad
June 02, 2020 at 01:00 PM EDT – Length: 60 Minutes

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Positioning Your Firm for Growth

Presented by: Catherine Williams
May 28, 2020 at 02:00 PM EDT – Length: 60 Minutes

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A Q&A on Crisis-Era Withdrawal and Social Security Strategies

Presented by: Dr. William Reichenstein and William Meyer
May 26, 2020 at 02:00 PM EDT – Length: 60 Minutes

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The Long-Term Allure of Dividend Growth

Presented by: Scott Kefer, CFA, Lance Humphrey, CFA, and Patrick Wolf
May 19, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Do you really know what you own?

Presented by: Eric Schoenstein & Richard Clark
May 14, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Navigating The Effects of Black Swan Events

Presented by: Christian Magoon & Dan Cupkovic, CFP
May 12, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Adding Convertible Strategies to Your Playbook

Presented by: John P. Calamos, Sr., Eli Pars, & Joe Wysocki
May 07, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Q&A with Ben Inker of GMO on market valuations and asset allocation

Presented by: Ben Inker, GMO
May 05, 2020 at 02:00 PM EDT – Length: 45 Minutes

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Keeping Clients Invested Using Behavioral Finance - 3 Simple Steps

Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
April 30, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Market Volatility and the Diversification Potential of Municipal Fixed Income Investing

Presented by: Jonathan Mondillo
April 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Tackling Uncertainty with Defined Outcome ETFs

Presented by: Bruce Bond & Graham Day, CFA
April 28, 2020 at 02:00 PM EDT – Length: 60 Minutes

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An Unprecedented Opportunity in Value

Presented by: George Davis & Ryan Thomes, CFA
April 21, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Market Volatility and the Diversification Potential of Precious Metals

Presented by: Steven Dunn & Stan Kiang
April 14, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Q&A with Gary Shilling on the economic impact of the coronavirus

Presented by: Gary Shilling
April 08, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Factor Rotation to Capture U.S. Large Cap Returns after a Market Downturn

Presented by: John Lunt of Capital Management & Patrick Wolf of Nasdaq Global Information Services
April 07, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Lessons Learned – How Defensive Strategies can Help During Market Pullbacks

Presented by: John Davi and Sylvia Jablonski of Direxion
March 31, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Buffer ETFs to Capitalize on Volatile Markets

Presented by: Bruce Bond & Graham Day of Innovator ETFs
March 26, 2020 at 02:00 PM EDT – Length: 60 Minutes

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The Explosive Growth in E-Commerce in the Coronavirus World

Presented by: Kevin Kelly of Benchmark Investments & Sean O’Hara of Pacer ETF Distributors
March 24, 2020 at 02:00 PM EDT – Length: 60 Minutes

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A Q&A Session on the Coronavirus with a Top Infectious Disease Specialist

Presented by: Dr. Julie Parsonnet, Professor of Health Research and Policy at Stanford University
March 18, 2020 at 02:00 PM EDT – Length: 60 Minutes

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Wealth in Transition: Retaining Multigenerational Assets

Presented by: Linda Eaton, CWS
March 12, 2020 at 04:00 PM EDT – Length: 60 Minutes

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Integrating ESG Throughout the Investment Process

Presented by: John Hertzer, CFA, Portfolio Manager and Vice President at Dimensional
March 03, 2020 at 02:00 PM EST – Length: 60 Minutes

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Beware of the Crowd: A 2020 Muni Outlook

Presented by: Greg Steier, Managing Director, Head of Tax-Exempt Portfolio Management at BBH
February 27, 2020 at 02:00 PM EST – Length: 60 Minutes

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The Case for Replication in Alternative Asset Classes

Presented by: Jeffrey Seeley of iM Global Partner and Andrew Beer of Dynamic Beta investments
January 22, 2020 at 02:00 PM EST – Length: 60 Minutes

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Impacting and influencing Financial Advisors – a look at their profile and media consumption habit

Presented by: David March of Erdos & Morgan
January 14, 2020 at 02:00 PM EST – Length: 60 Minutes

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The Bull Market Has Not Run its Course

Presented by: Neil Hennessy, Ryan C. Kelley, CFA, Ben Cook, CFA, and David Ellison
December 17, 2019 at 02:00 PM EST – Length: 60 Minutes

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The Unique Opportunities and Challenges for Bond Investors in 2020

Presented by: David A. Plecha, CFA
December 12, 2019 at 02:00 PM EST – Length: 60 Minutes

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A Smarter Way to Invest in Small Cap Value (Duration 30 minutes)

Presented by: Robert H. Bergson, CFA and Michael Natale
November 25, 2019 at 02:00 PM EST – Length: 30 Minutes

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Your niche is waiting: Help your best clients build wealth at work

Presented by: Abram Claude
November 19, 2019 at 02:00 PM EST – Length: 60 Minutes

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Planning for long-term care expenses — as a family

Presented by: Florrie Willis of Lincoln Financial
November 14, 2019 at 02:00 PM EST – Length: 60 Minutes

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New Research on Communicating Financial Planning Content in a Short-Attention-Span World

Presented by: Dan Richards
November 12, 2019 at 02:00 PM EST – Length: 60 Minutes

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Challenging the Conventional Wisdom about Target Date Funds

Presented by: Ashish Shrestha and Chris Anderson Regional of Dimensional
October 31, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Training the Investor Brain 2: Managing Emotions and Building Your Business

Presented by: Dr. Frank Murtha, Bob Schmidt & Matt Johnson
October 29, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, CFP® On-demand, and On-demand approved for 1.0 CE credits

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The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed

Presented by: Barrett Ayers of Adhesion Wealth and Dave O’Rourke of Paulson Investment Company
October 23, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, and CFA® approved for 1.0 CE credits

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Portfolio Protection and Income Generation using Nasdaq-100 Index Options

Presented by: Sean Feeney and Efram Slen
October 16, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Discover the Investment Opportunities in Global Infrastructure

Presented by: Simeon Hyman, CFA, and Kieran Kirwan, CAIA
October 08, 2019 at 02:00 PM EDT – Length: 60 Minutes

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The Case for Greater China Exposure in Your Portfolio

Presented by: Jeremy Murden, Chwang and S. Joyce Li, CFA
October 02, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Finding Growth in a Low-Growth World

Presented by: Brandon M. Nelson, CFA Senior Portfolio Manager Calamos Investments
September 24, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Riding The Aging Bull Market

Presented by: David Mazza and Inkoo Kang of Direxion
September 18, 2019 at 02:00 PM EDT – Length: 60 Minutes

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The Process of Managing Retirement Income

Presented by: Andrew Rice, CIMA® of Thornburg Investment Management
September 10, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Guggenheim’s Macro Outlook: Will the Fed’s Pivot Save the Day?

Presented by: Brian Smedley, Head of Macroeconomic and Investment Research at Guggenheim Investments
August 13, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Finding the Right Ecosystem in the Broker-Dealer Jungle

Presented by: Sara Grillo, CFA
August 08, 2019 at 02:00 PM EDT – Length: 60 Minutes

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International Equities: Why It Shouldn’t Be a “Wait-and-See”

Presented by: Jeffrey Germain & Matthew C. Johnson of Brandes Investment Partners
June 20, 2019 at 02:00 PM EDT – Length: 60 Minutes
On-demand approved for 0.0 CE credits

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Helping Investors Plan for Retirement

Presented by: Ashish Shrestha & Olivian Pitis, CFA®, AIFA® of Dimensional
May 07, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Keeping Clients Buckled In: How to have Conversations about Investments

Presented by: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.
May 02, 2019 at 02:00 PM EDT – Length: 60 Minutes

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Managing Fixed Income for Absolute Returns in an Uncertain Environment

Presented by: Eddy Vataru, Lead Portfolio Manager of OSTRX Osterweis
March 27, 2019 at 02:00 PM EDT – Length: 60 Minutes

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How to own the S&P 500 with built-in buffers

Presented by: Bruce Bond, Graham Day, and Matt Kaufman
March 21, 2019 at 04:15 PM EDT – Length: 60 Minutes

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Survey Results - RIA Capacity and Segmentation Practices

Presented by: Bob Veres, Lisa Rapuano, CFA, & Brent Weiss CFP®, ChFC®
March 13, 2019 at 02:00 PM EDT – Length: 60 Minutes

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How to Add Value in today's Muni Bond Market

Presented by: Mark Paris of Invesco, David LaRusso of Dimensional, David A. Plecha, CFA, of Dimensional, and Robert Huebscher of Advisor Perspectives
February 28, 2019 at 02:00 PM EST – Length: 75 Minutes

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How to avoid Screwing Up your website

Presented by: Sara Grillo, CFA, and Dan Solin
February 19, 2019 at 12:30 PM EST – Length: 45 Minutes

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Advisor Preferences for ESG/SRI Investing

Presented by: Leigh Jedeikin, Daniel Ong, and Robert Huebscher
December 11, 2018 at 01:00 PM EST – Length: 60 Minutes
CFA® approved for 1.0 CE credits

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The Liquidity Mismatch in Client Portfolios: Investing for Retirement

Presented by: Kimberly Flynn and David Adler of XA Investments
November 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA® approved for 1.0 CE credits

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Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients

Presented by: Sara Grillo, CFA
September 27, 2018 at 02:15 PM EDT – Length: 60 Minutes
CFA® approved for 1.0 CE credits

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How Advisors Should Talk to Millennial Clients If You Want Them to Listen To You

Presented by: Sara Grillo, CFA
August 01, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA® approved for 1.0 CE credits

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No Longer a Niche: Women in Wealth

Presented by: Katie Keary, CFP®, CDFA®
July 26, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA® approved for 1.0 CE credits

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