Focus on Advanced Portfolio Construction

Balancing Income, Alternatives, and Taxes

Boston | June 11, 2025

Master the latest trends in portfolio construction and asset allocation for today’s market conditions. You’re invited to an exclusive, one-day workshop for top practitioners in financial services.

This event’s seating is limited to the first 100 registrants. Registrations will be prioritized based on the order that they are received.

Register Now→

In an environment defined by volatility, rising interest rates, and shifting economic cycles, staying ahead requires more than traditional strategies—it demands advanced portfolio construction expertise.

Join the Investments & Wealth Institute for an exclusive one-day workshop built to equip you with the sophisticated portfolio design techniques that can deliver exceptional client value amid today’s evolving challenges.

Connect with elite financial advisors and decision-makers for actionable approaches to investments, alternatives, and tax efficiency that can position your clients for success. Secure your spot today—Limited seats are available!

Attendees will earn 7 Institute CE credits and 6 CFP® CE credits (pending CFP® approval)

*Full event attendance is required to be eligible for CE credits.

When: June 11, 2025 

Where:  Loft on 2, One Financial Center, Boston, MA 

Cost: $75

Elite Member Registration:

40% off | Regular Rate

*Discount applied automatically at checkout

Signature Member Registration:

25% off | Regular Rate

*Discount applied automatically at checkout


Register Now→

Keynote Speaker

Chris Geczy

Founder, CEO and Chief Investment Officer, Forefront Analytics, LLC

Schedule

Full Agenda Coming Soon

"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."

CPWA Member