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Exceptional Advisor Webinar Series

brought to you by Investments & Wealth Monitor

Please save the date and/or register for one of our Exceptional Advisor® Webinar Series events, brought to you by the Investments & Wealth Monitor®. All of the programming is delivered in real-time in a virtual webinar format (e.g., at a scheduled date and time). Join us for a biweekly, one-hour webinar hosted by Tony Davidow, CIMA®, Chair, Investments & Wealth Monitor® Editorial Committee, or for a half-day of education on a focused industry topic with our quarterly Focus On events.

2020 Schedule 

Is it Time for a Novel Investing Approach? Webinar
July 16, 2020 | 4:30-5:30pm ET

In this one-hour webinar, Tony Davidow, CIMA®, interviews Arun Muralidhar, PhD, co-founder, Mcube Investment Technologies. Muralidar will share new research suggesting that investors may need to adopt a new approach given the impact of COVID-19. He will explore asset allocation considerations in a post-pandemic world, the need for revisiting client goals, and the importance of adequate cash flow.
Learn more and register here.

The Virtual Client Experience: From Conversation to Transformation Webinar
July 30, 2020 | 4:30-5:30pm ET

Sponsored by RBC Wealth Management, this webinar discusses how the current limits on face-to-face client interaction is an opportunity to engage your clients in a new and dynamic manner. Featured speaker Nate Angelo, Head - Advisor Development and Engagment, RBC Wealth Management, highlights how you can turn your virtual client conversations into transformative connections that evolve into meaningful, long-lasting relationships.
Learn more and register here.

A Pragmatic Approach to Selecting Investment Vehicles Webinar
August 13, 2020 | 4:30-5:30pm ET
In this one-hour webinar, Tony Davidow, CIMA®, interviews Theodore Enders, CFA®, managing director, Goldman Sachs Asset Management. Mr. Enders will provide a framework for utilizing both active and passive strategies in building portfolios. He will explore how to incorporate active and passive strategies, product depth and accessibility, and optimizing between mutual funds and exchange-traded funds.
Learn more and register here.

Focus on Retirement Income Strategies
August 26, 2020 | 11:00am-3:30pm ET

Join us for a half-day of education focused on retirement income strategies. Many retirees require a goals-based planning approach, particularly when generating a consistent and sustainable income stream in retirement. As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income to meet their needs in the current low-yield retirement.
Learn more and register here.

Focus on Investment Portfolios for HNW Clients
November 10, 2020 | 11:00am-3:30pm ET

Join us for a half-day of education focused on investment portfolios. Portfolios for high-net-worth (HNW) clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts.
Learn more and register here.