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A Guide to Helping Clients with Succession Planning and Liquidity Events
Presented by: Glenn Dorsey, CFA®, CAIA®, Patrick R. Schultz, JD, CWS®, CEPA® & Cinthia Murphy
December 04, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Approaching 2025, How Should Advisors Think About Portfolios
Presented by: Matthew Bartolini, CFA, CAIA, Dan Russo, CMT, Gary Stringer, CFA & Todd Rosenbluth
December 05, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
Is your portfolio ready for 2025?
Presented by: Jason Bloom, Brian Levitt, & Todd Rosenbluth
December 09, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
2025 Market Outlook Symposium
Presented by: VettaFi Partners
December 10, 2024 at 11:00 AM EST – Length: 120 Minutes
approved for 2.0 CE credits
A Look Back at the Markets in 2024 and What to Expect
Presented by: Wayne Ferbert, Andy Pratt, CFA, CAIA, Phillip Wool, PhD, Vince Lorusso & Cinthia Murphy
December 11, 2024 at 12:30 PM EST – Length: 30 Minutes
Is the Mag 7 Holding Your Portfolio Back?
Presented by: Sylvia Jablonski & Kirsten Chang
December 11, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
2025 Municipal Bond Outlook: Building a pathway to tax-advantaged income
Presented by: Jonathan Mondillo, John Cerrone & Kirsten Chang
December 12, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Why Munis Matter
Presented by: Paul Baiocchi, CFA, Gregory Steier, & Todd Rosenbluth
December 12, 2024 at 02:00 PM EST – Length: 30 Minutes
Giants of Finance: Understanding Profitability and Quality with Professor Robert Novy-Marx
Presented by: Lukas Smart, CFA, Robert Novy-Marx, PhD, & Cinthia Murphy
December 16, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
2025 Outlook: The Future of Automation and Robotics
Presented by: Zeno Mercer & Morten Paulsen
January 08, 2025 at 11:00 AM EST – Length: 60 Minutes
approved for 1.0 CE credits
New Year, New Challenges: Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, & Kirsten Chang
January 08, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
An Active Approach to Investing in Defense Spending
Presented by: Frank Holmes & Cinthia Murphy
January 09, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits
