Please save the date and/or register for our upcoming virtual events. Join us for a half-day virtual conference with our Focus Series events or for a sponsored, one-hour webinar.
2019 Schedule
August 29, 2019 | Focus on Retirement Demographics & Opportunities
Global changes in demographics, behavior, and policy are dramatically transforming the retirement landscape. Save the date for Thursday, August 29, 2019 from 11 a.m. ET - 3:30 p.m. ET to join researchers, academics, and practitioners for discussions on wealth planning for modern families, behavioral finance tactics to improve retirement readiness, and how you may be uniquely positioned to help clients make critical decisions as they transition from the workforce into retirement. Learn more & register.
October 24, 2019 | The Total Cost of ETF Ownership: Looking Under the Hood of ETFs
Complimentary to Investments & Wealth Institute Members!
Buying cars can teach you a lot about buying ETFs (Exchange Traded Funds). With both purchases, total cost of ownership goes beyond the sticker price. By looking under the hood, you can make more informed decisions to help your clients select the investments that best meet their needs. Hear from Edward Rosenberg, Head of Exchange Traded Funds at American Century Investments®, as he lifts the hood on ETFs and breaks down the various costs of ownership. Learn more & register.
November 7, 2019 | Focus on Trends in Portfolio Management
Portfolio management is evolving quickly with the growing range of options available to advisors for managing client assets. Save the date for Thursday, November 7, 2019 from 11 a.m. ET - 3:30 p.m. ET to learn a step-by-step process for adding alpha to your clients' portfolios. Learn more & register.