A round up of articles & events to further your professional development
Private Markets: Asset Allocation and Portfolio Construction
From the Investments & Wealth Monitor
Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.
Developing Efficient Drawdown Strategies for Distribution of Client Assets
Webinar | September 15 @ 4:30 p.m. ET 1 complimentary CE hour
With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do. You will learn:
1. Developing a time horizon to support clients’ standard living in retirement
2. Potential tax scenarios for current and future situations and how those may affect the surviving spouse after first death
3. Potential estate transfer strategies to help fulfill legacy desires and provide for beneficiaries
Dividend Investing Strategies for Today’s U.S. and International Markets: A Two-Part Series
September 29 @ 4:30 p.m. ET
Dividend Equity Strategies—Why Quality Matters in Uncertain Markets
Join two members of the GQG Partners investment management team for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.
October 27 @ 4:30 p.m. ET International Dividend Stocks—The Overlooked Corner of the Market
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.
Register for an Overview of the CPWA® Certification with a Special Guest
Webinar | September 27 @ 12 p.m. ET
Learn how the CPWA® certification can benefit you and your clients in this live 30-minute webinar. Join Institute Enrollment Counselors Gray Bullard, MBA, and Kari Estes for this informative webinar.
Special guest Vance Barse, CPWA®, AIF, Wealth Strategist and Founder of Your Dedicated Fiduciary, will talk about his experience earning the certification and putting it into practice.
Our enrollment counselors can answer any questions on this live call.
Book Your Spot for Investments & Wealth Forum NYC: Managing Portfolio Risk
November 29–December 1
In-Person or On-Demand
20-26 Premier CE
More than 600 elite advisors...2.5 days...20+ speakers....those are just a few of the highlights from the NYC event this year.
There are three major topic groups at this year's conference around managing portfolio risk including alternatives, portfolio construction and behavioral finance, plus a pre-conference focused on crypto and a Women in Wealth event.
Don't miss out on Early Bird Savings, register by the end of the week!
The Art and Science of Asking Questions w/Warren Berger
Exceptional Advisor Podcast
Warren Berger, the author of A More Beautiful Question, discusses the art and science of asking “beautiful” questions and how advisers can develop richer relationships with their clients and prospects by asking the right questions.
Solutions to Emerging Tax Problems in Retirement w/Waldean Wall Exceptional Advisor Podcast
Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving and charitable trusts.
Apply for an Investments & Wealth Foundation Scholarship Today
The Investments & Wealth Foundation has awarded more than 120 scholarships so far this year to individuals pursuing CIMA®, CPWA® and/or RMA® certification. Are you looking for support pursuing advanced certification? Apply for a scholarship and start your certification journey today.
Signature and Elite Members Receive Complimentary Continuing Education
Did you know that Signature and Elite Institute members receive complimentary continuing education (CE) from our on-demand library? If you are a Signature or Elite member, log in to your Institute dashboard and visit your online learning center to browse our premier, on-demand CE library.
Not a Signature or Elite member?Click here to learn more about the benefits that come with Signature and Elite membership.
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