Webinars
Educational seminars from industry experts
Upcoming Webinars:
Inflation, Interest Rates and Your Bond Portfolio
Presented by: Simeon Hyman, CFA, Bryan Gao, CFA & Roxanna Islam, CFA, CAIA
March 17, 2025 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
NGLs: A Plastic Powerhouse Driving Midstream Growth
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, & Kirsten Chang
March 18, 2025 at 12:30 PM EDT – Length: 30 Minutes
Positioning for Growth: The Next Evolution of the IncomePlus Fund
Presented by: Michael O'Shea, CFA & Cinthia Murphy
March 20, 2025 at 12:30 PM EDT – Length: 30 Minutes
LiveCast: Flexibility Amidst Uncertainty: The Power of Quarterly Buffer ETFs™
Presented by: Andrew Nelson, CFA, & Kirsten Chang
March 21, 2025 at 12:30 PM EDT – Length: 30 Minutes
Market-Proof Your Portfolio with Timely Protection Strategies
Presented by: Scott Becker, CFA & Roxanna Islam, CFA, CAIA
April 01, 2025 at 01:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Staying Disciplined with your Factor Exposure – Diversification and Consistency Through Time
Presented by: Lukas Smart, Matthew Kissane, CFA, CAIA & Kirsten Chang
April 03, 2025 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
Market Insights: Q1 Performance and Innovation
Presented by: Zeno Mercer
April 04, 2025 at 11:00 AM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Navigating Market Volatility in 2025
Presented by: John McNamara, Brendan Ahern, and Kirsten Chang
April 04, 2025 at 01:00 PM EDT – Length: 60 Minutes
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors
Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
April 08, 2025 at 02:00 PM EDT – Length: 60 Minutes
How bond ladders can offer retirees reliable income
Presented by: Nate Conrad & Todd Rosenbluth
April 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Improve upon indexing: market considerations and a thoughtful alternative to passive
Presented by: Craig Ebeling, CIMA®, Michael Hagopian, Denise Chisholm, & Kirsten Chang
April 16, 2025 at 12:00 PM EDT – Length: 60 Minutes
Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
Pending CE-approval
approved for 2.0 CE credits
On-demand Webinars:
America’s Industrial Revival: The Role of Infrastructure Development and Electrification
Presented by: Madeline Ruid, Jack Kiernan & Todd Rosenbluth
March 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, and The American College of Financial Services ID
approved for 1.0 CE credits
The state of the states: munis, tax policy, and positioning in an uncertain environment
Presented by: Craig Brandon, CFA, Bill Delahunty, CFA, Mike Sullivan, CFA, & Kirsten Chang
March 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Asset Allocation Summit
Presented by: VettaFi + Nasdaq
March 11, 2025 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Endowment-Style Investing and 351 ETF Conversions
Presented by: Meb Faber & Cinthia Murphy
March 10, 2025 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Supervisory Control: Paving the Way for Smarter, More Capable Robots
Presented by: Zeno Mercer & Wyatt Newman, PhD
March 10, 2025 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Optimizing Portfolios with Tax-Efficient Income Strategies Through Private Real Estate
Presented by: Michael O’Shea, CFA, Cinthia Murphy & Roxanna Islam, CFA, CAIA
March 06, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
New to the ETF Space? Here’s How a Trading Partner and Series Trust Can Help
Presented by: Michael Prendergast, J. Garrett Stevens, Ray Holst & Kirsten Chang
March 05, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
From Niche to Necessity
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, & Kirsten Chang
March 04, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Solving the Dividend Challenge: Enhanced Yield with Optimization
Presented by: Robert Michaud, Wesley Sun, Cinthia Murphy
February 28, 2025 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Office Hours with ROBO Global ETFs
Presented by: Zeno Mercer & Shachi Merchant
February 26, 2025 at 12:30 PM EST – Length: 30 Minutes
An Advisor’s Guide to Resilient Portfolios in 2025
Presented by: Matthew Bartolini, CFA, CAIA, Dan Suzuki, CFA, Joseph Hosler, CFA, Roxanna Islam, CFA, CAIA, & Todd Rosenbluth
February 25, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Capturing Private Equity Return Drivers
Presented by: John Lidington, CFA, Kevin Orr, & Kirsten Chang
February 13, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
AI Horizons: Redefining the Future of Robotics and Business Innovation
Presented by: Zeno Mercer & Illah Nourbakhsh
February 12, 2025 at 11:00 AM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Diversifying Mag 7 Concentration Risks with a Free Cash Flow Approach
Presented by: Michael Mack, Thomas Allman, & Cinthia Murphy
February 11, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Q1 2025 Fixed Income Symposium
Presented by: VettaFi Partners
February 06, 2025 at 11:00 AM EST – Length: 120 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 2.0 CE credits
Positioning Your Fixed Income
Presented by: Brett Cornwell, Hand Sapra, & Todd Rosenbluth
January 28, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
The World’s First Protected Bitcoin ETF
Presented by: Matt Kaufman & Todd Rosenbluth
January 27, 2025 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Commodities: The year that was, the year that could be
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson & Todd Rosenbluth
January 23, 2025 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
After a Strong 2024, Do MLPs/Midstream Have More in the Tank?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA & Kirsten Chang
January 15, 2025 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
From Skepticism to Strategy: How Advisors Are Approaching Crypto Assets in 2025
Presented by: Matthew Hougan, Carlie Donovan & Todd Rosenbluth
January 14, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
An Active Approach to Investing in Defense Spending
Presented by: Frank Holmes & Cinthia Murphy
January 10, 2025 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
2025 Outlook: The Future of Automation and Robotics
Presented by: Zeno Mercer & Morten Paulsen
January 08, 2025 at 03:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
2025 Market Outlook: Rational Exuberance?
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, Bryan Gao, CFA, Troy Goldstein, Rufus Rankin, DBA, & Cinthia Murphy
January 07, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
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
2025 Municipal Bond Outlook: Building a pathway to tax-advantaged income
Presented by: Jonathan Mondillo, John Cerrone & Cinthia Murphy
December 12, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
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
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 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
2025 Market Outlook Symposium
Presented by: VettaFi Partners
December 10, 2024 at 11:00 AM EST – Length: 120 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 2.0 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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
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
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
AI in Wealth Management: Tools, Trends, and Investment Opportunities
Presented by: Zeno Mercer, Mike Casciano & Parker Ence
November 26, 2024 at 11:00 AM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Emerging Markets: The Good, the Bad, and the Great
Presented by: Malcolm Dorson, Paul Dmitriev, Trevor Yates & Kirsten Chang
November 21, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: Investing in transformative technology that drives innovation
Presented by: Jennifer O'Hara Martin, Chris Murphy, CIMA, & Cinthia Murphy
November 20, 2024 at 12:30 PM EST – Length: 30 Minutes
Free Cash Flow Investing: Helping Advisors Solve for Shortcomings in Traditional Value
Presented by: Michael Mack & Kirsten Chang
November 19, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Your Clients’ Retirement Strategy Reboot
Presented by: Alex Samoila, CLTC® & Kirsten Chang
November 18, 2024 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Position for End of Year
Presented by: Candice Tse, Marissa Ansell & Todd Rosenbluth
November 15, 2024 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Approach Today’s New Rate Regime
Presented by: Kevin Flanagan, Jeff Weniger, CFA, & Todd Rosenbluth
November 14, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Evolution of Investing: Three CIO Perspectives on Five Decades of Change
Presented by: Wayne Ferbert, Charles I. Clough, Jr., CFA, Lowell Pratt, CFA, Jason Hsu, PhD & Cinthia Murphy
November 13, 2024 at 03:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Trade, Tariffs and Reshoring
Presented by: Yuri Khodjamirian, John Duncan & Todd Rosenbluth
November 13, 2024 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: Midstream Spotlight: Williams (WMB) & the Golden Age for Natural Gas
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA & John Porter
November 12, 2024 at 12:30 PM EST – Length: 30 Minutes
Innovative ways of generating income in a world of declining rates
Presented by: John Burrello, Rene Reyna, CFP & Todd Rosenbluth
November 08, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Why More Investors Are Looking at the Securitized Market
Presented by: David A. Bees, CFA, Lee M. Giunta, CFA, Steve L. Deroian & Kirsten Chang
November 07, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Technology Investing: Understanding the Impact of Artificial Intelligence
Presented by: Dominic Rizzo, CFA, Kevin Signorelli, Cinthia Murphy
November 06, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Maximize returns and minimize risk with private credit strategies
Presented by: Tom Briney & Cinthia Murphy
November 04, 2024 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Long-Term Bitcoin Vision
Presented by: Christopher Bendiksen & Kirsten Chang
October 31, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: The How & Why of ETFs in Portfolio Construction
Presented by: Mayank Goradia, CFA, Darby Nielson, CFA, & Cinthia Murphy
October 30, 2024 at 12:30 PM EDT – Length: 30 Minutes
LiveCast: Is Now the Moment for Small-Caps?
Presented by: Paul Baiocchi, CFA, Andy Hicks, Bob Boyda, & Kirsten Chang
October 29, 2024 at 12:30 PM EDT – Length: 30 Minutes
Beyond ESG: Social Justice Investing
Presented by: Renee Morgan & Cinthia Murphy
October 28, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Q4 Fixed Income Symposium
Presented by: VettaFi Partners
October 24, 2024 at 11:00 AM EDT – Length: 180 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 3.0 CE credits
Lower rates? Seek higher income!
Presented by: Troy Cates, Garrett Paolella & Todd Rosebbluth
October 22, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
What Trends to Watch in Robotics and AI
Presented by: Daniela Rus & Zeno Mercer
October 21, 2024 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Incorporate Crypto into a Modern Investment Portfolio: A Financial Professionals Guide
Presented by: David LaValle, Zach Pandl,
October 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Navigating market challenges: Insights from the Global Survey of FAs
Presented by: David Goodselll, Brian Hess & Kirsten Chang
October 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Unlocking Alpha in Crypto-Equities and Beyond
Presented by: Chris Rhine & Todd Rosenbluth
October 15, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Opportunities in Grains: Putting The Golden Grain Cycle to Work for You
Presented by: Jake Hanley, CMT, Sal Gilbertie & Cinthia Murphy
October 15, 2024 at 12:30 PM EDT – Length: 30 Minutes
Tax-efficient investing with ETFs: A Q4 strategy
Presented by: John Ferris, Chris Dahlin, Justin Danfield & Todd Rosenbluth
October 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Midstream/MLPs: What’s Fueling Long-Term Growth?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA*, & Kirsten Chang
October 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Diversify Your Income Potential with Options
Presented by: Derek Devens & Todd Rosenbluth
October 07, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: Navigating emerging markets: Seizing growth opportunities
Presented by: Linda Bakhshian, Jeffrey Wang, CFA, & Todd Rosenbluth
October 07, 2024 at 12:30 PM EDT – Length: 30 Minutes
ETFs and Portfolio Construction: trends, managing risk and optimizing asset allocation
Presented by: James Darby Nielson, CFA, Mayank Goradia, CFA, & Cinthia Murphy
October 03, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Understanding the AI Ecosystem & Investment Opportunity
Presented by: Derek Yan, CFA, Solomon Bier & Kirsten Chang
October 02, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Rates, the election, and your tax-aware portfolio
Presented by: Wesly Pate, CFA, Benjamin Morris, & Kirsten Chang
October 01, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Thematic Strategies for Today’s Market
Presented by: Arne Noack & Cinthia Murphy
October 01, 2024 at 12:30 PM EDT – Length: 30 Minutes
2024 US Election Outlook: Politics Don’t Matter?
Presented by: Rick Brink, CFA, Eric Winograd, Ronald Brownstein, Vinay Thapar, Luke Pryor, Todd Rosenbluth
September 30, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Put Volatility to Work for You
Presented by: Michael T. Buckius, CFA® & Cinthia Murphy
September 30, 2024 at 12:30 PM EDT – Length: 30 Minutes
Election years, the economy, and your portfolio
Presented by: Daken Vanderburg & Kirsten Chang
September 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The Advisor’s Playbook: Navigating Market Volatility With 100% Downside Protection
Presented by: Andrew Nelson, CFA, Cinthia Murphy
September 26, 2024 at 12:30 PM EDT – Length: 30 Minutes
An Opportunistic Credit Strategy for Today’s Market
Presented by: Joe Hegener, Kris Patel, CFA & Todd Rosenbluth
September 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The advisor’s guide to customizable portfolios
Presented by: Kara Dombroski, CIMA, Ryan Krystopowicz, CFA & Kirsten Chang
September 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Unlocking Gold's Potential: Trading Strategies for Q4
Presented by: Scott Acheychek & Todd Rosenbluth
September 23, 2024 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Q4 Equity Symposium
Presented by: VettaFi Partners
September 19, 2024 at 11:00 AM EDT – Length: 90 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.5 CE credits
The Next Phase of AI Investing
Presented by: Pasquale Afflisio, Jason Chen, Nick Crociata & Cinthia Murphy
September 17, 2024 at 02:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Hedged Equity: For the Best of Times, for the Worst of Times
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan & Todd Rosenbluth
September 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
An Active Approach to Munis
Presented by: Todd Rosenbluth
September 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Beyond the Fed: Uncovering Value in Today's Fixed Income Markets
Presented by: Douglas Gimple & Todd Rosenbluth
September 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Advanced Real Estate Tax Strategies
Presented by: Michael O’Shea, CFA & Cinthia Murphy
September 10, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Next Generation of Free Cash Flow Investing
Presented by: Michael Mack & Kirsten Chang
September 05, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Keep Your Clients Happy with Smart Tax Management
Presented by: Phil Manning, Ken Chee, Dennis Horr, Bryan Pecherek & Kirsten Chang
August 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Actively Managed Intermediate Duration Fixed Income is Having a Moment. Are You Ready?
Presented by: Vishal Khanduja, CFA, Brian Ellis, CFA & Cinthia Murphy
August 20, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: The Advisors Playbook: Addressing Tail Risk with a Managed Floor Strategy in the 2nd Half of 2024
Presented by: Andrew Nelson, CFA & Cinthia Murphy
August 14, 2024 at 12:30 PM EDT – Length: 30 Minutes
2024 State of Energy: Midstream/MLPs Stand Out
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Kirsten Chang
August 13, 2024 at 12:30 PM EDT – Length: 30 Minutes
Why Liquidity Matters: A Non-Correlated Income Primer
Presented by: Will Rhind & Cinthia Murphy
August 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Investing in Weight Loss and Preventative Healthcare
Presented by: Christian Magoon, Jane Edmondson, & Cinthia Murphy
August 07, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Diversifying Away from the Mag 7
Presented by: Michael Arone, CFA, John Davi, Sean Clark, CFA & Todd Rosenbluth
August 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
An Advisor’s Guide to AI ETFs
Presented by: Weldon Rice & Cinthia Murphy
August 06, 2024 at 12:30 PM EDT – Length: 30 Minutes
Q3 Fixed Income Symposium
Presented by: VettaFi Partners
July 25, 2024 at 11:00 AM EDT – Length: 125 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.5 CE credits
A Systematic, Concentrated Approach to Unlocking Active Equity Growth
Presented by: Paul Carroll & Todd Rosenbluth
July 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
What to Expect in Robotics and AI in the Second Half of 2024
Presented by: Zeno Mercer & Todd Rosenbluth
July 22, 2024 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Navigating a Fourth Turning: Harvest Portfolio Resilience with Agriculture ETFs
Presented by: Jake Hanley, CMT, Sal Gilbertie & Lara Crigger
July 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How Advisors Should Approach the Second Half of 2024
Presented by: Matthew Bartolini, CFA, CAIA, Zachary Hill, CFA, Keith Buchanan & Todd Rosenbluth
July 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How to leverage options to boost income and increase tax efficiency
Presented by: Garrett Paolella, Troy Cates & Todd Rosenbluth
July 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How to Factor in the Perks of Both Active and Index Investing
Presented by: Todd Rosenbluth
July 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
In Uncertain Times, Look to 100% Buffer ETFs
Presented by: Graham Day, CFA and Cinthia Murphy
July 09, 2024 at 12:30 PM EDT – Length: 30 Minutes
Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 27, 2024 at 11:00 AM EDT – Length: 90 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.5 CE credits
LiveCast: A wake-up call to passive investors: Is diversification diluting returns?
Presented by: Bradley Klapmeyer, CFA, Brian Landy, CFA & Cinthia Murphy
June 26, 2024 at 01:00 PM EDT – Length: 30 Minutes
An International Approach to Dividends
Presented by: Andy Hicks, Karl Zeller, and Kirsten Chang
June 26, 2024 at 12:30 PM EDT – Length: 30 Minutes
How to Think About Commodities in Today’s Complex Market
Presented by: Ed Egilinsky and Lara Crigger
June 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
De-coding Unconstrained Fixed Income
Presented by: Chris Wilson, CFA, Hans Sapra, Cinthia Murphy
June 25, 2024 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
A Deep Dive into Fine Tuning Your Portfolio
Presented by: Michael Hagopian and Todd Rosenbluth
June 25, 2024 at 11:00 AM EDT – Length: 30 Minutes
How Much Does an ETF Truly Cost?
Presented by: David Sharp, Ian O'Brien Cannon & Lara Crigger
June 20, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Liquid Income in Today’s Unusual Environment
Presented by: Paul Marino, WIll Rhind, and Cinthia Murphy
June 20, 2024 at 01:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Navigating the Second Half of 2024: Market Outlook & ETFs to Target Specific Outcomes
Presented by: Ryan McKee, CIMA, Bobby Barnes, Michael Hagopian, Kirsten Chang & Todd Rosenbluth
June 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: How to Boost Income with Corporate Bond ETFs
Presented by: JoAnne Bianco, CFA & Lara Crigger
June 13, 2024 at 12:30 PM EDT – Length: 30 Minutes
How Midstream is Weathering Commodity Price Volatility
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
June 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Thinking Actively About High Yield ETFs
Presented by: Ryan Wellman, CFA & Michael Schlembach
June 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Why risk it? An Equity Strategy That Aims for 100% Downside Protection
Presented by: Matt Kaufman and Lara Crigger
June 11, 2024 at 12:30 PM EDT – Length: 30 Minutes
An Active Approach to Global Natural Resources
Presented by: Avi Feinberg, Danielle Yoo, Amanda Rebello, and Lara Crigger
June 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How to Think About Carbon Allowances in Your Portfolio
Presented by: Luke Oliver & Lara Crigger
June 04, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Alternatives Symposium
Presented by: VettaFi Partners
May 30, 2024 at 11:00 AM EDT – Length: 180 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 3.0 CE credits
Oil Remains in High Demand – Here's What to Do
Presented by: Edward Rosenberg & Todd Rosenbluth
May 29, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
An Advisor’s Guide to Investing in India’s Growth
Presented by: Angus Shillington, JP Lee, and Todd Rosenbluth
May 21, 2024 at 12:30 PM EDT – Length: 30 Minutes
The SS&C ALPS Advisors Virtual Summit: Exploring the Dynamic Landscape of Active ETFs
Presented by: VettaFi and SS&C ALPS Advisors
May 16, 2024 at 11:00 AM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and Live
approved for 2.0 CE credits
How to Invest in the Weight Loss Drug Revolution
Presented by: Maurits Pot, David K. Song, and Todd Rosenbluth
May 15, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Exploring Your Options for Income and Risk Management
Presented by: Rob Swan, Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP® & Todd Rosenbluth
May 14, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How to Approach the Shifting Rate Environment
Presented by: Kevin Flanagan, Jeff Weniger, CFA & Lara Crigger
May 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Finding Opportunities with Active Fixed Income ETFs
Presented by: Matthew Bartolini, CFA, CAIA, Andrea DiCenso & Lara Crigger
May 07, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Actively Managing the Fed: How to Fix Your Fixed Income
Presented by: Matt Sheridan, CFA, Will Smith, CFA, AJ Rivers, CFA, FRM, CAIA & Lara Crigger
May 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The First ETF Powered by a Daily Call Options Strategy
Presented by: Troy Goldstein, Simeon Hyman, CFA & Todd Rosenbluth
May 06, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Finding Income Options in Today’s Unusual Markets
Presented by: Tim Ramsey, CFA, William Helm, CFA & Todd Rosenbluth
May 02, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Curve Your Enthusiasm – Navigating Fixed Income in 2024
Presented by: Anthony Rochte, Vishal Khanduja, Brian Ellis, Julie Callahan, CFA & Todd Rosenbluth
May 01, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Pursuing higher yields with active muni bond ETFs
Presented by: Adam Weigold, CFA, Steven Millhouse, and Tom Lydon
April 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
T. Rowe Price Presents: Portfolio Strategies for 2024
Presented by: Christopher Dillon, CFA, Chris Murphy, CIMA & Todd Rosenbluth
April 24, 2024 at 12:30 PM EDT – Length: 30 Minutes
Webcast: Navigating the Landscape: A Comprehensive Update on Fixed Income, Equities, and Alternative Investments
Presented by: Kathy Kriskey, Nick Kalivas, Brian McMullen, Adam Gebler, CIMA & Todd Rosenbluth
April 22, 2024 at 01:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Why You Need to Think About Robotics Going Forward
Presented by: Zeno Mercer & Todd Rosenbluth
April 22, 2024 at 10:00 AM EDT – Length: 30 Minutes
Sectors & Industries: Combat Market Concentration
Presented by: Matthew Bartolini, CFA, CAIA, Anqi Dong, CFA, CAIA, Emily Paskalis, CFA & Todd Rosenbluth
April 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The Rise of India: Is it The Perfect Emerging Market?
Presented by: Kevin T. Carter & Robert Huebscher
April 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Capital Market Considerations for 2024
Presented by: Sébastien Page, CFA, Timothy Coyne & Todd Rosenbluth
April 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Perceptions and Realities of your Precious and Industrial Metal Allocations
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson, and Robert Huebscher
April 09, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: Investing in Emerging Markets Without Harming U.S. National Security
Presented by:
April 05, 2024 at 12:30 PM EDT – Length: 30 Minutes
LiveCast: Increase Tax Efficiency and Diversity Through Munis
Presented by: Justin Schwartz, CFA, Nate Earle, and Tom Lydon
April 04, 2024 at 12:30 PM EDT – Length: 30 Minutes
The Risk of Bad Breadth: Will the Seven Remain Magnificent?
Presented by: Edward Egilinsky & Tom Lydon
March 28, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Harnessing the Power of Fidelity’s Highest Conviction Investment Ideas in the Active ETF Marketplace
Presented by: Ryan McKee, CIMA, Denise Chisholm, Dominic Maister & Todd Rosenbluth
March 27, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Escaping the Devil's Bargain of Income Generation with an Active Approach
Presented by: Chris Hausman, CMT, CAIA, Rob Swan, Connor O'Brien & Todd Rosenbluth
March 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: How AI Can Increase Margins In Your Practice
Presented by: Runik Mehrotra and Todd Rosenbluth
March 25, 2024 at 12:30 PM EDT – Length: 30 Minutes
Why Floating Rates Remain Compelling in the Face of Rate Cuts
Presented by: Anthony Rochte, Ralph Hinckley, CFA, Christopher Remington & Lara Crigger
March 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
AB Disruptor Series: The US Banking Transition Accelerates
Presented by: Rick Brink, CFA, Lucas Detor, James McNeill, CFA, Will Smith, CFA & Lara Crigger
March 19, 2024 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Equity Symposium
Presented by: VettaFi & Partners
March 13, 2024 at 11:00 AM EDT – Length: 180 Minutes
Listed REITs: Advantaged Players in Today's Property Markets
Presented by: Karl Zeller, Nck Tannura, Craig Leupold & Lara Crigger
March 12, 2024 at 12:30 PM EDT – Length: 30 Minutes
A Winning Mindset: Balancing Risk and Reward with Tony Finau
Presented by: Tony Finau, Allison Bonds Mazza & Todd Rosenbluth
March 06, 2024 at 11:00 AM EST – Length: 60 Minutes
The Time Is Now: Rate Cuts Could Add Fuel to Muni Gains
Presented by: Matthew Norton, Daryl Clements, Jason Mertz, & Todd Rosenbluth
March 05, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Prosperity Paradox: Navigating Commodity Markets in 2024
Presented by: Jake Hanley, CMT, Sal Gilbertie, and Lara Crigger
February 29, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How Options Have Revolutionized Income
Presented by: Jay Pestrichelli, Sylvia Jablonski & Todd Rosenbluth
February 28, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Seeking Sustainable Income Regardless of Fed Policy
Presented by: Jeff Thomas, CRPC®, Connor O'Brien & Todd Rosenbluth
February 27, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: Building a Tax Efficient Income Stream
Presented by: Troy Cates, Garrett Paolella & Tom Lydon
February 27, 2024 at 12:30 PM EST – Length: 30 Minutes
Looking for A New Way to Earn Income?
Presented by: Howard Chan & Todd Rosenbluth
February 15, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and Live
approved for 1.0 CE credits
LiveCast: It is Not Just About Coupons: How to Think About Bonds and Total Return
Presented by: Gibson Smith, Paul Baiocchi, CFA, and Todd Rosenbluth
February 15, 2024 at 11:30 AM EST – Length: 30 Minutes
An Advisor’s Guide to Managing Risk and Timing the Market
Presented by: John Del Vecchio, CFA, Brad Lamensdorf & Tom Lydon
February 08, 2024 at 12:30 PM EST – Length: 30 Minutes
LiveCast: Where to Find Income When Interest Rates Fall
Presented by: Stacey Morris, CFA, Karl Zeller, and Todd Rosenbluth
February 06, 2024 at 12:30 PM EST – Length: 30 Minutes
Automation, AI, Factories, and the Future of Robotics
Presented by: Zeno Mercer, Shachi Merchant & Todd Rosenbluth
January 31, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
How Investors Can Find Opportunity in Bitcoin
Presented by: Kathy Kriskey, Steve Kurz & Todd Rosenbluth
January 25, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Reasons for Municipal Bond Optimism in 2024
Presented by: Jonathan Mondillo, John Cerrone, and Tom Lydon
January 24, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Pairing Income Generation with Tax Efficiency Across Client Portfolios
Presented by: Troy Cates, Garrett Paolella & Tom Lydon
January 23, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: The Case for Emerging Markets Ex-China
Presented by: Phillip Wool, PhD & Tom Lydon
January 22, 2024 at 12:30 PM EST – Length: 30 Minutes
LiveCast: Quality: An Essential Ingredient to a Healthy Portfolio
Presented by: Tom Hancock & Tom Lydon
January 17, 2024 at 12:30 PM EST – Length: 30 Minutes
Answering the Top 10 Bitcoin ETF Questions
Presented by: Matt Hougan & Tom Lydon
January 16, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Cryptocurrency Symposium
Presented by: VettaFi & Partners
January 12, 2024 at 11:00 AM EST – Length: 150 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 2.0 CE credits
Why precision will matter for bond investors in 2024: Join BondBloxx for a fixed income market outlook
Presented by: JoAnne Bianco, CFA & Tom Lydon
January 11, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Actionable ideas for a world in transition
Presented by: Bradley Klapmeyer, CFA, Gregory A. Gizzi, and Todd Rosenbluth
January 11, 2024 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
2024 Midstream/MLP Outlook: Can the Positive Momentum Continue?
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
January 10, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
What to Expect When You Attend Exchange
Presented by: Dave Nadig & Todd Rosenbluth
January 08, 2024 at 02:00 PM EST – Length: 30 Minutes
The Survey That Will Have You Rethinking Your Views on Crypto Exposure
Presented by: Ryan Rasmussen, Juan Leon & Tom Lydon
January 05, 2024 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The First ETF Powered by a Daily Call Options Strategy
Presented by: Troy Goldstein, Simeon Hyman & Mandy Xu
December 18, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook
Presented by: Brian Levitt, Alessio de Longis, CFA®, Mo Haghbin, CFA®, CAIA & Tom Lydon
December 18, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The Start of the AI Era
Presented by: Shachi Merchant, Zeno Mercer & Todd Rosenbluth
December 15, 2023 at 12:30 PM EST – Length: 60 Minutes
2024 Market Outlook Sympoisum
Presented by: VettaFi & Partners
December 14, 2023 at 11:00 AM EST – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 2.0 CE credits
2024 Investment Outlook: Stay on Pause
Presented by: Tim Urbanowicz, CFA & Todd Rosenbluth
December 12, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Trends Driving Healthcare Innovation and Investment Opportunity
Presented by: Daniel Omstead, Ph.D., Jason Akus, and Tom Lydon
December 12, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: Expanding the High Dividend Portfolio
Presented by: Geoffrey Kelley, CFA & Todd Rosenbluth
December 12, 2023 at 12:30 PM EST – Length: 30 Minutes
Positioning income portfolios for success in 2024
Presented by: Garrett Paolella, Troy Cates & Tom Lydon
December 11, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
An Active Core Plus Fixed Income Strategy for Today’s Volatile Market
Presented by: Donald Ellenberger, Emory Redd, CIMA® & Todd Rosenbluth
December 11, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
2023 Was the Year of AI, and AI is Just Getting Started
Presented by: Shachi Merchant, Zeno Mercer &Todd Rosenbluth
December 08, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Fortify Your Fixed Income Portfolio
Presented by: Fran Rodilosso, Bill Sokol, & Coulter Regal, CFA
December 07, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
An Active Approach to Small Cap Investing
Presented by: Rob Crystal, Greg Tuorto, Jen (Jiali) Nusser, CFA & Lara Crigger
December 07, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: Exploring AI’s Capabilities in Finance
Presented by: Weldon Rice, Young Choi & Todd Rosenbluth
December 07, 2023 at 12:30 PM EST – Length: 30 Minutes
The Future Will Be Shaped by Critical Technologies
Presented by: Sean Edkins, CIMA, John M. B. O’Connor, Henry Wu, and Todd Rosenbluth
December 06, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Does Portfolio Construction Matter?
Presented by: Jeff Thomas, CRPC®, Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®, and Todd Rosenbluth
December 05, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, Live, and On-demand
approved for 1.0 CE credits
Unlocking the Power of Luxury: Demographic Trends, Brand Strength, and Diversification
Presented by: Derek Yan, CFA & Lara Crigger
December 04, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
A Quality Strategy to Meet the Moment
Presented by: Tom Hancock & Tom Lydon
November 30, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Alternatives Symposium
Presented by: VettaFi & Partners
November 28, 2023 at 11:00 AM EST – Length: 120 Minutes
Pending CE-approval
approved for 1.0 CE credits
Building Bonds for 2024 and Beyond
Presented by: Matthew Bartolini, CFA, CAIA, Bradley Jenkins, CFP, Sean Clark, CFA & Todd Rosenbluth
November 15, 2023 at 02:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
An Advisor’s Guide to the Managed Floor
Presented by: Michael Zaslavsky, CFA, CAIA, John Steiner & Robert Huebscher
November 15, 2023 at 01:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Inflation Down but Not Out – The Playbook for Investors
Presented by: John Davi, Andrew Hencic & Dave Nadig
November 15, 2023 at 12:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Washington Policy Update and Secure Act 2.0: Is Your Practice Ready?
Presented by: Hutch Schafer, Ben Brewster, Paul Eisenhardt, CIMA & Lara Crigger
November 14, 2023 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
LiveCast: Navigating the Advisor Landscape: Secrets and Solutions from a Sales Icon
Presented by: Phil Eichinger & Todd Rosenbluth
November 14, 2023 at 12:30 PM EST – Length: 30 Minutes
Seeking reliable income in today’s markets and beyond
Presented by: Garrett Paolella, Troy Cates & Tom Lydon
November 13, 2023 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
A World of Opportunity in Global Markets
Presented by: Althea Trevor, Wes Crill & Tom Lydon
November 09, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
The Year of Alternative Income
Presented by: Christian Magoon, Kevin Kelly & Todd Rosenbluth
November 09, 2023 at 01:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Why is the RIA channel the fastest growing segment of the financial services industry?
Presented by: Tim Oden, Adam Schwartz, Brian Hamburger, Shirl Penney, and Lara Crigger
November 08, 2023 at 03:00 PM EST – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Where to Find Equity Premium Income
Presented by: Candice Tse, Sirion Skulpone, CFA, Alex von Obelitz, CFA & Tom Lydon
November 07, 2023 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
LiveCast: Midstream/MLP Spotlight: Plains All American (PAA/PAGP)
Presented by: Blake Fernandez, Michael Gladstein, Paul Baiocchi, CFA, and Stacey Morris, CFA
November 07, 2023 at 12:30 PM EST – Length: 30 Minutes
High Yield Investing: Taking an active approach with sectors
Presented by: JoAnne Bianco, CFA, Paul Matlack, CFA & Tom Lydon
November 02, 2023 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Stepping out of cash: Seeking income in today’s market
Presented by: Shana Martin, CFA, Alex Graf, CIMA, CRPC & Tom Lydon
November 01, 2023 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval, CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Preparing to Pivot: Clients, Cash, and Economic Outlooks
Presented by: Jerome Schneider and Todd Rosenbluth
November 01, 2023 at 12:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Why Now: Seizing Opportunities in Small-Caps
Presented by: Kevin O'Leary, Andy Hicks, Paul Baiocchi, CFA, and Tom Lydon
October 31, 2023 at 02:00 PM EDT – Length: 60 Minutes
Equal Weight Is Not Enough—The Case for Dividend Growth
Presented by: Troy Goldstein, Simeon Hyman, CFA, Kieran Kirwan, CAIA & Todd Rosenbluth
October 31, 2023 at 01:00 PM EDT – Length: 60 Minutes
LiveCast: The State of Equities: An Advisor’s Guide
Presented by: James Norungolo, CFA, Chris Murphy, CIMA & Lara Crigger
October 31, 2023 at 12:30 PM EDT – Length: 30 Minutes
EM: China Not Included
Presented by: Jason Hsu, PhD & Tom Lydon
October 30, 2023 at 02:00 PM EDT – Length: 60 Minutes
Investing With an Eye on Taxes with ETFs
Presented by: Sandra Testani, CFA, CAIA, Sandra Testani, and Dave Nadig
October 30, 2023 at 01:00 PM EDT – Length: 60 Minutes
Income Strategy Symposium
Presented by: VettaFi & Partners
October 27, 2023 at 11:00 AM EDT – Length: 60 Minutes
Cashing Out: Getting Clients off the Sidelines
Presented by: AJ Rivers, CFA, FRM, CAIA, Matt Sheridan, CFA, Will Smith, CFA, Fahd Malik, and Lara Crigger
October 26, 2023 at 01:00 PM EDT – Length: 60 Minutes
How to Use Options-Based ETF Strategies In a Portfolio
Presented by: Chandler Nichols, Samuel Moore & Robert Scrudato
October 25, 2023 at 02:00 PM EDT – Length: 60 Minutes
Longevity is Changing Retirement: Are You Prepared?
Presented by: John Diehl, CFP®, CLU®, ChFC® & Lara Crigger
October 25, 2023 at 02:00 PM EDT – Length: 60 Minutes
Higher Rates for Longer? Fixed Income Positioning Ideas
Presented by: Matthew Bartolini, CFA, CAIA, Emily Paskalis, CFA & Todd Rosenbluth
October 24, 2023 at 02:00 PM EDT – Length: 60 Minutes
The Importance of Understanding Equities
Presented by: Josh Nelson, Timothy Coyne & Todd Rosenbluth
October 23, 2023 at 02:00 PM EDT – Length: 60 Minutes
LiveCast: Rethinking Income with Energy Infrastructure
Presented by: Stacey Morris, CFA, Karl Zeller, and Todd Rosenbluth
October 18, 2023 at 12:30 PM EDT – Length: 30 Minutes
Right-Sizing China Exposure In Emerging Markets
Presented by: Anthony Sassine, CFA, Jonathan Shelon, CFA & Lara Crigger
October 17, 2023 at 02:00 PM EDT – Length: 60 Minutes
The Rise of Options-Based Income ETFs
Presented by: Troy Cates, Garrett Paolella & Tom Lydon
October 17, 2023 at 01:00 PM EDT – Length: 60 Minutes
Bonds are back: Time to move cash off the sidelines
Presented by: Daniela Mardarovici, CFA, Paul Matlack & Robert Huebscher
October 12, 2023 at 01:00 PM EDT – Length: 60 Minutes
Macro update: Navigating a unique business cycle
Presented by: Lara Rhame & Robert Huebscher
October 10, 2023 at 02:00 PM EDT – Length: 60 Minutes
Overlooked and Underappreciated: Finding Yield in Securitized Debt
Presented by: Douglas Gimple with Diamond Hill Capital Management and Todd Rosenbluth with VettaFi
October 03, 2023 at 01:00 PM EDT – Length: 60 Minutes
Seeking Reliable Income in our Current Markets
Presented by: Troy Cates & Tom Lydon
October 03, 2023 at 12:30 PM EDT – Length: 60 Minutes
Investment potential at the intersection of commodities and emerging markets
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson & Lara Crigger
September 28, 2023 at 02:00 PM EDT – Length: 60 Minutes
Set Your Portfolio Up for Success in the 4th Quarter and 2024
Presented by: Daniel Prince, CFA, Ryan Giannoto & Todd Rosenbluth
September 28, 2023 at 01:00 PM EDT – Length: 60 Minutes
Why Extending Duration Makes Sense Now
Presented by: John Gentry, CFA, Steven Wagner & Todd Rosenbluth
September 27, 2023 at 01:00 PM EDT – Length: 60 Minutes
LiveCast: Hedged Equities and Why They Matter Amid Uncertainty
Presented by: Jeff Thomas, CRPC®, Rob Swan & Lara Crigger
September 27, 2023 at 12:30 PM EDT – Length: 30 Minutes
The Story Behind Moat Investing’s Decade of Dominance vs. the S&P 500
Presented by: Brandon Rakszawski, Andrew Lane & Lara Crigger
September 26, 2023 at 02:00 PM EDT – Length: 60 Minutes
An Advisor’s Guide to High-Performing Compounders
Presented by: Peter O’Reilly with C WorldWide Asset Management, Paul Herbert, CFA with Harbor Capital Advisors, Inc., and Todd Rosenbluth with VettaFi
September 26, 2023 at 01:00 PM EDT – Length: 60 Minutes
LiveCast: How AI Driven Strategies Could Mean Better Returns
Presented by: Ryan Pannell & Lara Crigger
September 26, 2023 at 12:30 PM EDT – Length: 30 Minutes
AI & Business: Too Early, Too Late & Already Happening
Presented by: Andrew Smith Lewis, Zeno Mercer & Dave Nadig
September 22, 2023 at 02:00 PM EDT – Length: 60 Minutes
Personalized Index Portfolios: Bespoke client portfolios at scale
Presented by: Kiley Anhalt, Hunter Willis, CFA, and Robert Huebscher
September 21, 2023 at 02:00 PM EDT – Length: 60 Minutes
Equity Symposium
Presented by: VettaFi & Partners
September 21, 2023 at 11:00 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 1.0 CE credits
Back to School on Bonds
Presented by: Brett Cornwell, CFA, Hans W. Sapra & Lara Crigger
September 20, 2023 at 01:00 PM EDT – Length: 60 Minutes
Going ‘Back to School’: Portfolio Construction in the New Normal
Presented by: Matthew Bartolini, CFA, CAIA, Kim Arthur, Scott Ladner & Todd Rosenbluth
September 19, 2023 at 02:00 PM EDT – Length: 60 Minutes
Seek to Minimize Your Clients’ Tax Bills With ETFs
Presented by: Brad Smith, CFA, Lili Jiang, CIMA, Ryan McCormack, and Tom Lydon
September 19, 2023 at 01:00 PM EDT – Length: 60 Minutes
Clean Tech Investing Opportunities from China: the World Leader in Renewable Energy
Presented by: Anthony Sassine, CFA, Dr. Xiaolin Chen & Lara Crigger
September 18, 2023 at 02:00 PM EDT – Length: 60 Minutes
Music to an Investor’s Ears
Presented by: David Schulhof, Jane Edmondson & Tom Lydon
September 18, 2023 at 01:00 PM EDT – Length: 60 Minutes
Portfolio Construction Blueprints: Blending Defined Outcome ETFs™ in Pursuit of Growth & Income
Presented by: Tim Urbanowicz, CFA, Tom O’Shea, and Tom Lydon
September 14, 2023 at 02:00 PM EDT – Length: 60 Minutes
Why High Yield Bonds Deserve Your Attention Now
Presented by: JoAnne Bianco, CFA®, Ben Morris & Tom Lydon
September 14, 2023 at 01:00 PM EDT – Length: 60 Minutes
Finding Reliable Income Streams in Today’s Market Environment
Presented by: Chandler Nichols, Robert Scrudato & Samuel Moore
September 13, 2023 at 02:00 PM EDT – Length: 60 Minutes
An Active Approach to International Equities
Presented by: Matt Camuso, Tom Quinn, Paul Loudon, and Lara Crigger
September 13, 2023 at 01:00 PM EDT – Length: 60 Minutes
Why Municipal Bonds Matter
Presented by: Alexa Gordon, Brendan McCarthy & Todd Rosenbluth
September 12, 2023 at 02:00 PM EDT – Length: 60 Minutes
Why Advisors Are Enhancing Client Income by Using Options Overlay ETFs
Presented by: Garrett Paolella, Scott Karl & Tom Lydon
September 11, 2023 at 02:00 PM EDT – Length: 60 Minutes
Smooth Sailing or Storms Ahead?
Presented by: Marc Odo, Rob Swan & Todd Rosenbluth
September 11, 2023 at 01:00 PM EDT – Length: 60 Minutes
Insights from the Industry’s Largest ‘Active’ ETF Issuer: An In-Studio Special with Dimensional Co-CEO and CIO Gerard O’Reilly
Presented by: Gerard O’Reilly & Tom Lydon
September 07, 2023 at 03:00 PM EDT – Length: 60 Minutes
Electric Vehicles Adoption Soars – Here's What to Do
Presented by: Sylvia Jablonski & Todd Rosenbluth
September 07, 2023 at 02:00 PM EDT – Length: 60 Minutes
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by: Jerry Michael & Tom Lydon
September 07, 2023 at 01:00 PM EDT – Length: 60 Minutes
A Modern Fixed Income Approach For an Unusual Era
Presented by: Bobby Brooks, Tim Anderson, CFA, & Kevin Nicholson, CFA
September 06, 2023 at 03:00 PM EDT – Length: 60 Minutes
Unleashing the Future: Exploring the Impact of Generative AI on Robotics
Presented by: Wyatt Newman, PhD, Zeno Mercer & Dave Nadig
August 31, 2023 at 02:00 PM EDT – Length: 60 Minutes
AI Symposium
Presented by: VettaFi & Partners
August 30, 2023 at 11:00 AM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 2.0 CE credits
High Yield Disruption! Seeking to Navigate Volatility in Today’s Market
Presented by: Paul Herbert, CFA, CAIA, Heather DeGarmo, CFA, and Lara Crigger
August 22, 2023 at 02:00 PM EDT – Length: 60 Minutes
LiveCast: Portfolio Construction: Keeping Tax-Efficiency Top of Mind
Presented by: Garrett Paolella & Lara Crigger
August 22, 2023 at 12:30 PM EDT – Length: 30 Minutes
Diversifying Your Fixed Income Strategy
Presented by: Joseph Bozoyan, CFA, James Gearhart, CFA & Robert Huebscher
August 21, 2023 at 02:00 PM EDT – Length: 60 Minutes
LiveCast: A Timely Conversation with Magellan’s (MMP) CEO
Presented by: Stacey Morris, CFA, Aaron Milford, and Paul Baiocchi, CFA
August 17, 2023 at 12:30 PM EDT – Length: 30 Minutes
LiveCast: Boost Your Portfolio Through AI Insights
Presented by: Francis Geeseok Oh and Todd Rosenbluth
August 17, 2023 at 11:00 AM EDT – Length: 60 Minutes
Live
approved for 1.0 CE credits
A Tactical Approach to Challenging Markets
Presented by: Edward Egilinsky, Howard Vance, and Tom Lydon
August 15, 2023 at 02:00 PM EDT – Length: 60 Minutes
Seek equity upside with 100% downside protection?
Presented by: Trey Martin, Tim Urbanowicz, CFA & Todd Rosenbluth
August 10, 2023 at 01:00 PM EDT – Length: 60 Minutes
How the US Energy Outlook Benefits Midstream/MLPs
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA & Todd Rosenbluth
August 09, 2023 at 02:00 PM EDT – Length: 60 Minutes
Vol-Trapped: Why Markets Seem Insane & What to Do About It
Presented by: Cem Karsan, Michael Green, CFA & Dave Nadig
July 31, 2023 at 02:00 PM EDT – Length: 60 Minutes
The T. Rowe Price Capital Appreciation Approach
Presented by: Ira Carnahan, CFA, Chris Murphy, CIMA & Lara Crigger
July 31, 2023 at 12:30 PM EDT – Length: 30 Minutes
Free Cash Flow Yield: Finding Value Without Sacrificing Growth Potential
Presented by: Scott Kefer, CFA, Michael Mack & Tom Lydon
July 27, 2023 at 01:00 PM EDT – Length: 60 Minutes
LiveCast: A Dividend Strategy for Uncertain Macro Environments
Presented by: Andy Hicks, Rub McClure, and Lara Crigger
July 26, 2023 at 12:30 PM EDT – Length: 30 Minutes
The Fixed Income Environment – Understanding Risks and Opportunities
Presented by: Brian Levitt, Jason Bloom & Todd Rosenbluth
July 25, 2023 at 02:00 PM EDT – Length: 60 Minutes
The Era of the AI Investing Is Near, Are You Ready?
Presented by: Francis Geeseok Oh & Tom Lydon
July 25, 2023 at 12:30 PM EDT – Length: 30 Minutes
Why Valuation Matters in Today’s Market
Presented by: Brian Kraus, CFA & Tom Lydon
July 20, 2023 at 02:00 PM EDT – Length: 60 Minutes
How Long is Long Term for Equity Investors?
Presented by: Bryan Hinmon, CFA, Michael Olsen CFA, & Tom Lydon
July 20, 2023 at 02:00 PM EDT – Length: 60 Minutes
Informed optimism: The economic outlook in this unique business cycle
Presented by: Lara Rhame & Robert Hoffman, CFA
July 18, 2023 at 02:00 PM EDT – Length: 60 Minutes
Finding Capital Appreciation Opportunities in Today’s Markets
Presented by: David R. Giroux, CFA, Chris Murphy, CIMA & Lara Crigger
July 17, 2023 at 02:00 PM EDT – Length: 60 Minutes
ROBO Global Indexes Q2 In Review: Index Updates & The Latest Happenings in Disruptive Tech
Presented by: Zeno Mercer, Jeremie Capron & Tom Lydon
July 14, 2023 at 02:00 PM EDT – Length: 60 Minutes
How to Maximize Dividend Yield Without Sacrificing Growth & Diversification
Presented by: Henry Greene, Jonathan Shelon, CFA, Kevin Orr & Tom Lydon
July 13, 2023 at 02:00 PM EDT – Length: 60 Minutes
Harnessing the Potential of AI for Better Investment Decisions
Presented by: Francis Geeseok Oh & Tom Lydon
July 11, 2023 at 01:00 PM EDT – Length: 60 Minutes
LiveCast: Energy Infrastructure Beyond Natural Gas: LNG and NGLs
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Tom Lydon
July 10, 2023 at 12:30 PM EDT – Length: 30 Minutes
Shareholder Yield vs. Dividend Investing...Who Wins?
Presented by: Meb Faber & Tom Lydon
July 06, 2023 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Finding Alpha from the Supply Chain and Energy Transformations
Presented by: Eddie Hsieh, Alexa Desai, Jennifer Grancio & Todd Rosenbluth
June 28, 2023 at 12:00 PM EDT – Length: 60 Minutes
Mid-Year Outlook for Stocks, Bonds and the Economy
Presented by: Scott Welch, CIMA, Kevin Flanagan, Jeff Weniger, CFA & Todd Rosenbluth
June 27, 2023 at 02:00 PM EDT – Length: 60 Minutes
How to invest in American Reshoring?
Presented by: Chris Semenuk, Dan Dusina & Tom Lydon
June 27, 2023 at 01:00 PM EDT – Length: 60 Minutes
Captaining the Ship Amidst a Changing Interest Rate Backdrop
Presented by: Kristof Gleich, William A. Muggia, & Todd Rosenbluth
June 26, 2023 at 02:00 PM EDT – Length: 60 Minutes
Using NightShares’ NSPL to Tilt to the Night
Presented by: Bruce Lavine, Ken Nuttall & Lara Crigger
June 26, 2023 at 12:30 PM EDT – Length: 30 Minutes
The Monthly Market Tune Up: Market News and Investing Strategies for Financial Advisors from Financial Advisors
Presented by: Tom Lydon
June 23, 2023 at 02:00 PM EDT – Length: 60 Minutes
Securitized assets: diversifying with an active approach
Presented by: David A. Bees, CFA, Lee Giunta, CFA & Todd Rosenbluth
June 22, 2023 at 02:00 PM EDT – Length: 60 Minutes
Navigating the muni market: How to stay ahead of the curve
Presented by: Gregory Gizzi, William Roach & Robert Huebscher
June 22, 2023 at 01:00 PM EDT – Length: 60 Minutes
Why Tech and Industrial REITs Stand Out
Presented by: Sean O’Hara & Todd Rosenbluth
June 21, 2023 at 02:00 PM EDT – Length: 60 Minutes
Serving the Ultra High Net Worth Client - Insights and Opportunities
Presented by: Paul Ferguson, Ash Chopra, Kelly Maregni & Tom Lydon
June 21, 2023 at 01:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Bonds Are Back – Now What?
Presented by: Mike Contopoulos & Tom Lydon
June 20, 2023 at 02:00 PM EDT – Length: 60 Minutes
Distinctively Active: Navigating Investment Opportunities in a Transitioning Climate Environment
Presented by: Matt Barry, CFA, Paul Udall & Todd Rosenbluth
June 20, 2023 at 02:00 PM EDT – Length: 60 Minutes
As Market Uncertainty Looms, Think Defensively
Presented by: Chris Dahlin & Todd Rosenbluth
June 15, 2023 at 02:00 PM EDT – Length: 60 Minutes
Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies
Presented by: Marc Odo, Rob Swan, & Todd Rosenbluth
June 14, 2023 at 02:00 PM EDT – Length: 60 Minutes
Monthly Income Generation in Today’s Volatile Markets
Presented by: Troy Cates, Matthew Fuller, and Tom Lydon
June 14, 2023 at 01:00 PM EDT – Length: 60 Minutes
Are Clients Getting Paid to Wait? Why Sitting in Cash is Risky
Presented by: Noel Archard, CFA, AJ Rivers, CFA, FRM, CAIA, Matt Sheridan, CFA, Lucas Krupa, & Tom Lydon
June 13, 2023 at 02:00 PM EDT – Length: 60 Minutes
Barrier Income ETFs: The Latest Innovation in Defined Outcome Investing
Presented by: Graham Day, CFA & Tim Urbanowicz, CFA, & Todd Rosenbluth
June 13, 2023 at 01:00 PM EDT – Length: 60 Minutes
Simplify Access to U.S. Treasuries
Presented by: Alexander Morris & Lara Crigger
June 13, 2023 at 12:30 PM EDT – Length: 30 Minutes
Put the Power of the Night into Your Portfolio
Presented by: Ken Nuttall, CFP, Bruce Lavine & Lara Crigger
June 12, 2023 at 02:00 PM EDT – Length: 60 Minutes
Balancing Recession and Recovery
Presented by: Matthew Bartolini, CFA, Greg Ellston, Adam Grossman & Todd Rosenbluth
June 08, 2023 at 02:00 PM EDT – Length: 60 Minutes
Beyond Chat: How AI is Impacting Real World Investing Right Now
Presented by: Zeno Mercer, Adam Butler & Dave Nadig
June 07, 2023 at 02:00 PM EDT – Length: 60 Minutes
Why Your Income Portfolio Needs Energy Infrastructure
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
June 06, 2023 at 02:00 PM EDT – Length: 60 Minutes
Worried About Recent Bank Failures? Find Out What’s Next
Presented by: Simeon Hyman, CFA & Todd Rosenbluth
May 24, 2023 at 03:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Investing in Infrastructure—Opportunities from Developed Countries to Emerging Market
Presented by: Josh Duitz, Eric Purington, Dan Buchanan & Robert Huebscher
May 23, 2023 at 02:00 PM EDT – Length: 60 Minutes
Finding Opportunities in a Challenging Fed Environment
Presented by: Jeremy Schwartz, Kevin Flanagan & Lara Crigger
May 11, 2023 at 02:00 PM EDT – Length: 60 Minutes
The Importance of Dividends and Value during Uncertain Times
Presented by: Andy Hicks, Rub McClure, and Todd Rosenbluth
May 02, 2023 at 02:00 PM EDT – Length: 60 Minutes
Was 2022 The Best Year for ETF Industry?
Presented by: Cinthia Murphy & Todd Rosenbluth
January 13, 2023 at 02:00 PM EST – Length: 30 Minutes
Emerging markets and the opportunity ahead
Presented by: Dan Buchanan & Tom Harvey
December 20, 2022 at 02:00 PM EST – Length: 60 Minutes
Portfolio Perspectives - Is there a Cause for a Pause?
Presented by: Jon Maier, Michelle Cluver, CFA & Tom Driscoll
December 15, 2022 at 02:00 PM EST – Length: 60 Minutes
2023 Outlook: The Economic Prospects for Asia and Emerging Markets
Presented by: Robert J. Horrocks, PhD, Winnie Chwang & Vivek Tanneeru
December 14, 2022 at 02:00 PM EST – Length: 60 Minutes
Closing Keynote: The Macroeconomic Perspective with Karen Karniol-Tambour of Bridgewater
Presented by: Alex Shahidi & Karen Karniol-Tambour
December 13, 2022 at 03:50 PM EST – Length: 60 Minutes
Financial Planning for Female Clients
Presented by: Pamela J. Sams, CRPC & Robert Huebscher
December 13, 2022 at 02:40 PM EST – Length: 60 Minutes
ETF Funds: Growth Strategies for Advisors in 2023
Presented by: Todd Rosenbluth, Tom Lydon, & Dave Nadig
December 13, 2022 at 01:30 PM EST – Length: 60 Minutes
Why Direct Indexing? What to know in 2023
Presented by: Brandon Thomas & Tom Lydon
December 13, 2022 at 12:20 PM EST – Length: 60 Minutes
Defined Outcome ETFs™: More relevant today than ever before
Presented by: Graham Day, CFA & Joe Becker
December 13, 2022 at 11:10 AM EST – Length: 60 Minutes
Opening Keynote: Jeremy Siegel’s 2023 Market and Economic Forecast
Presented by: Jeremy Siegel & Robert Huebscher
December 13, 2022 at 10:00 AM EST – Length: 60 Minutes
Harness the Power of Innovation with the QQQ Innovation Suite
Presented by: Ryan McCormack, Mark Marex, CFA & Robert Huebscher
December 08, 2022 at 02:00 PM EST – Length: 60 Minutes
Dividend Growth for Times of Turbulence—and the Rebound
Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
December 07, 2022 at 02:00 PM EST – Length: 60 Minutes
Road of Retirement: The Process of Managing Retirement Income
Presented by: Jan Blakeley Holman, CFP & Robert Huebscher
December 06, 2022 at 01:00 PM EST – Length: 60 Minutes
Thematic Investing Outlook - 2023 and Beyond
Presented by: Jon Maier, Pedro Palandrani & Scott Helfstein
December 01, 2022 at 01:00 PM EST – Length: 60 Minutes
Municipals in focus: What’s ahead for the remainder of 2022 and beyond?
Presented by: Jake van Roden & William Roach, CFA, CMT
November 30, 2022 at 02:00 PM EST – Length: 60 Minutes
New insights on income portfolios with an eye on Bob Doll’s midterm predictions
Presented by: Garrett Paolella, Robert C Doll, CFA® & Aaron Gilman
November 17, 2022 at 02:00 PM EST – Length: 60 Minutes
Creating a Goals-Based Retirement Income Plan
Presented by: Michael Finke, PhD, Lauren Drapeau & Edward J. Mercier
November 15, 2022 at 03:30 PM EST – Length: 60 Minutes
Ask an expert: How to become an “uncomparable” advisor
Presented by: Kristen Luke & Robert Huebscher
November 14, 2022 at 01:00 PM EST – Length: 60 Minutes
Retirement reset: Helping clients navigate a recession
Presented by: Kevin Morris, Seema Shah & Sri Reddy, CFA
November 10, 2022 at 03:15 PM EST – Length: 60 Minutes
Rates Are Rising – A Plan for Your Stock and Bond Portfolio
Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
November 01, 2022 at 01:00 PM EDT – Length: 60 Minutes
Cybersecurity: A Critical Investment Theme for a Secure Future
Presented by: MacKenzie Gilmore, Mark Marex, CFA, Andrew Hull & Brian Comiskey
October 27, 2022 at 01:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Pursuit of Reward in the Face of Risk
Presented by: Graham Day, CFA & Michael Zaslavsky, CFA, CAIA
October 25, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Exploring Paths to Independence
Presented by: Scott Coleman, Eric Showalter & Steve Tenney
October 20, 2022 at 03:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Portfolio Perspectives: Innovation Never Stops
Presented by: Jon Maier, Michelle Cluver, CFA & Tom Driscoll
October 18, 2022 at 02:00 PM EDT – Length: 60 Minutes
Ethics Training
Presented by: Marguerita Cheng, CFP®
October 17, 2022 at 01:00 PM EDT – Length: 120 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and Live
approved for 2.0 CE credits
Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy
Presented by: Beth Zayicek, Bert J. Crouch & Justin Rimel
October 04, 2022 at 02:00 PM EDT – Length: 60 Minutes
Municipals in focus: Why munis? Why now?
Presented by: Gregory A. Gizzi & William Roach, CFA, CMT
September 28, 2022 at 02:00 PM EDT – Length: 60 Minutes
Direct Indexing and the Shift to Personalized Portfolios
Presented by: Brandon Thomas & Michael Featherman, CFA
September 27, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 1.0 CE credits
Navigating the Mortgage Market Through Rate Volatility and Quantitative Tightening
Presented by: Henry Song, CFA & Douglas Gimple
September 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 1.0 CE credits
The keys to the real estate market during economic uncertainty
Presented by: Lara Rhame, Robert Hoffman, CFA, & Andrew Korz
September 21, 2022 at 03:00 PM EDT – Length: 60 Minutes
On-demand
approved for 1.0 CE credits
Perception vs. Reality - The Vital Role of Insurance in a Thriving Advisory Practice
Presented by: Edward J. Mercier, Mark Colaço, & James Pryor
September 20, 2022 at 04:00 PM EDT – Length: 60 Minutes
On-demand
approved for 1.0 CE credits
AB Disruptor Series: The Future of Energy
Presented by: Rick Brink, CFA, Robert Brackett, Jean Ann Salisbury, Oswald Clint, & Deepa Venkateswaran
September 15, 2022 at 02:00 PM EDT – Length: 60 Minutes
Next Generation of Solutions-Based ETFs: Tactical Asset Allocation Combined with Income
Presented by: Thomas Campbell, Jonathan Malchon & Mark Marex
September 14, 2022 at 01:00 PM EDT – Length: 60 Minutes
How to Vet a Real Estate Fund Manager
Presented by: David Scherer
September 07, 2022 at 02:00 PM EDT – Length: 60 Minutes
Annuity Foundations: Your Questions Answered
Presented by: David Lau, Wade Pfau, Ph.D., & Bob Veres
September 06, 2022 at 01:00 PM EDT – Length: 60 Minutes
How to Get Started with Commission-Free Annuities
Presented by: David Lau & Bob Veres
August 30, 2022 at 01:00 PM EDT – Length: 60 Minutes
Why Energy Infrastructure? Potential Income, Real Asset Exposure and More
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA & Tom Lydon
August 17, 2022 at 02:40 PM EDT – Length: 60 Minutes
Surprise and Delight Creates Clients for Life
Presented by: Kirk Hulett & Brittany Abbate
August 17, 2022 at 01:30 PM EDT – Length: 60 Minutes
IRAs: Goldmine or Minefield
Presented by: Ryan Bertrand, CFP®, CLU®
August 17, 2022 at 12:20 PM EDT – Length: 60 Minutes
Insurance-Backed Line of Credit: An Innovative Way to Access Liquidity
Presented by: John Profitlich & Abdullah Rajput
August 17, 2022 at 11:10 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Drivers of Economic Growth – Tyler Cowen
Presented by: Tyler Cowen
August 17, 2022 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Insuring Client Spending in Retirement with Portfolio Income Insurance
Presented by: Michelle Richter, David Stone, & George Webb
August 16, 2022 at 02:40 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Recession Proof Your Portfolio and Capitalize on Opportunities
Presented by: Joe Becker, FRM & Tim Urbanowicz, CFA
August 16, 2022 at 01:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Use Commission-Free Annuities to Protect and Grow AUM
Presented by: David Lau & Wade Pfau
August 16, 2022 at 12:20 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Future of Advice: Trends Every Advisor Needs to Know
Presented by: Suzanne Siracuse, Dr. Preston D. Cherry, Tyrone Ross, & Marguerita Cheng
August 16, 2022 at 11:10 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Outlook for the Economy and Active Management – Vitaliy Katsenelson
Presented by: Vitaliy Katsenelson
August 16, 2022 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Investing in UITs: Your Questions Answered
Presented by: Ben Jones, Kevin Mahn, & John McLoughlin, CIMA
August 03, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
How to Align Commission-Free Annuities with Client Needs
Presented by: David Lau & Wade Pfau, Ph.D.
August 02, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Food Fight: The Immediacy and Opportunity in Agriculture Investing
Presented by: Shawn Reynolds & Ammar James
July 27, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
The Case for Non-US Investing
Presented by: Grady Burkett, CFA & Krishna Mohanraj, CFA
July 26, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Recession Odds on the Rise and What’s Already Priced In
Presented by: Simeon Hyman, CFA®, Kieran Kirwan, CAIA & Troy Goldstein
July 21, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Today’s Volatility and Where Commodities Fit in a Portfolio
Presented by: Robert Minter, CFA, CMT, CAIA & Steven Dunn, CIMA®
July 20, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Volatility and Current Opportunities in Municipals
Presented by: Mark Paris, Stephanie Larosiliere & Tim Spitz
July 19, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Ask an Expert: Solving the Advisor Retirement-Income Dilemma
Presented by: David Macchia & Kerry Pechter
July 18, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
Top Advisors Reveal How They Mastered Social Media
Presented by: Liz Hand, Derrick Jackson & Ted Jenkin
June 29, 2022 at 04:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, and RMA®
approved for 1.0 CE credits
Portfolio Perspectives – Recession or Not, That’s the Question
Presented by: Jon Maier, Michelle Cluver, CFA, & David Beniaminov
June 28, 2022 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski & Andy Kern
June 23, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Credit in Focus: Finding Value in High Yield and Bank Loans
Presented by: Adam H. Brown, CFA, John P. McCarthy, CFA & Paul A. Matlack, CFA
June 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and On-demand
approved for 1.0 CE credits
Infrastructure: Portfolio Foundation in Times of High Inflation and Low Yield
Presented by: Scott Helfstein, PhD, Kieran Kirwan, CAIA, & Troy Goldstein
June 09, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Non-U.S. Equities: Separating Fact From Sentiment
Presented by: Matt Burdett, Lei Wang, CFA, Charles Wilson, PhD
May 26, 2022 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski & Andy Kern
May 25, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Measuring and Mitigating Risks to Retirement Spending
Presented by: Rick Bookstaber, Govinda Quish, & David Stone
May 18, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Playbook for a Fed rate hike cycle
Presented by: Lara Rhame & Kara O’Halloran, CFA
May 17, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Building Resilient Portfolios for Uncertain Markets
Presented by: Joe Becker, Wade Pfau, & Paul Waldeier
May 10, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Rethink the "40" in your 60/40: Why Alternative Income Complements Fixed Income Allocations
Presented by: Scott Kefer
May 05, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Dividend Growth Strategies for Rising Rates and Changing Markets
Presented by: Simeon Hyman, Kieran Kirwan & Troy Goldstein
April 28, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Making Sense of Market and Policy Uncertainty
Presented by: Brian Levitt & Andy Blocker
April 26, 2022 at 04:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski & Andy Kern
April 21, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Income Alternatives in a Rising Rate Environment
Presented by: Fran Rodilosso, CFA
April 07, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Demographics, Gender and Wealth: Profiting from The Retirement Income Revolution
Presented by: David Macchia, MBA, RMA, CBBF
April 05, 2022 at 03:50 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
How to Implement an Effective Healthcare Planning Strategy
Presented by: Christine Simone, Amanda Stahl, & Cynthia Hoes
April 05, 2022 at 02:40 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
The Lights are Changing With Tom Wald, CFA®
Presented by: Tom Wald, CFA®
April 05, 2022 at 01:30 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Inflation, Fed Tightening, and War – Implications for the Economy and Markets
Presented by: Matthew Bush, CFA®, CBE & Maria Giraldo, CFA®
April 05, 2022 at 12:20 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Building a Wartime Portfolio with Buffer ETFs
Presented by: John Southard, CFA & Tim Urbanowicz, CFA
April 05, 2022 at 11:10 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
The Outlook for 2022 and Beyond – John Mauldin
Presented by: John Mauldin
April 05, 2022 at 10:00 AM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Navigating Fixed Income Markets as the Fed Tackles Inflation
Presented by: Edward Al-Hussainy, Jason Callan & Katy Nuss, CFA
March 31, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Connect and Grow with Video
Presented by: Samantha Russell
March 30, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, and RMA®
approved for 1.0 CE credits
Investing in Uncertain Times: An Emerging Markets Perspective
Presented by: David Dali, John Paul Lech, Peeyush Mittal, CFA & Alex Zarechnak
March 29, 2022 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski & Andy Kern
March 24, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Navigating Volatility With Conviction: Fixed Income Perspectives
Presented by: Daniela Mardarovici, CFA, Adam Brown, CFA, & Paul Matlack, CFA
March 23, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Bad Financial Advisor Marketing and How to Avoid It
Presented by: Kristi Toland & James Pollard
March 22, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Navigating inflation, policy and global growth
Presented by: Lara Rhame & Ryan Caldwell
March 16, 2022 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
A Stock and Bond Playbook for Rising Rates
Presented by: Simeon Hyman, Daniel Bush, Kieran Kirwan & Troy Goldstein
March 10, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Enhancing Portfolio Yield With the Smart and Efficient Use of Private Credit
Presented by: Marco Hanig, PhD & Mike Dowdall, CFA®
March 09, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
The Ultimate Way to Show Prospects Your Planning Abilities
Presented by: Andrew Altfest & Josh Grossberg
March 08, 2022 at 02:00 PM EST – Length: 60 Minutes
Positioning portfolios for Fed tightening and the risk of persistent inflation
Presented by: Brian Levitt, Kathy Kriskey, & Kevin Petrovcik
March 01, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Ask an Expert Series Featuring Wade Pfau
Presented by: Wade Pfau, PhD
February 25, 2022 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski and Andy Kern, PhD
February 16, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Grow Your Clients’ Wealth With Private Real Estate
Presented by: David Scherer
February 10, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Richard Bernstein: Valuations Matter and How to Reposition Allocations
Presented by: Jeffrey Royal and Richard Bernstein
February 08, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Buffered Equities and the Risks Facing Retirees
Presented by: Matt Kaufman and John Southard, CFA
January 25, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski and Andy Kern, PhD
January 20, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Combat the Potential Perils of High Inflation with ASYMmetric Returns
Presented by: Darren R. Schuringa, CFA
January 19, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Where We Stand: Transamerica 2022 Market Outlook
Presented by: Tom Wald, CFA
January 13, 2022 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
2022 is here: Macro outlook, inflation, and market implications
Presented by: Robert Hoffman, CFA and Lara Rhame
January 12, 2022 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
2022 Commodities Outlook – The ghosts of commodities past, present and future
Presented by: Stan Kiang, CIMA® and Robert Minter, CFA, CMT, CAIA
December 16, 2021 at 02:00 PM EST – Length: 60 Minutes
Global X 2022 Outlook: Navigating a More Selective Market
Presented by: Jon Maier, Michelle Cluver, CFA, Morgane Delledonne and Rohan Reddy, CFA
December 15, 2021 at 02:00 PM EST – Length: 60 Minutes
Taxing Times: Debt, Tax Reform, and Strategies for Uncertainty
Presented by: Ryan C. Bertrand, CFP®, CLU®
December 14, 2021 at 11:00 AM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Moneyball Investing: Avoiding the Losers in a Portfolio
Presented by: Julian Koski and Andy Kern, PhD
December 09, 2021 at 02:00 PM EST – Length: 60 Minutes
How to accelerate your equity gains in a 60/40 portfolio
Presented by: Graham Day, CFA and Joe Becker, FRM
December 07, 2021 at 02:00 PM EST – Length: 60 Minutes
Beyond China: Opportunities in Asian and Emerging Markets in 2022
Presented by: Robert J. Horrocks, PhD, S. Joyce Li, CFA and John Paul Lech
December 02, 2021 at 02:00 PM EST – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
If Rates Are Rising, Your Dividends Need to Be Growing
Presented by: Simeon Hyman, CFA, Troy Goldstein and Kieran Kirwan, CAIA
December 01, 2021 at 02:00 PM EST – Length: 60 Minutes
Municipals in focus: A bond market review and outlook
Presented by: Gregory A. Gizzi and William Roach, CMT
November 30, 2021 at 02:00 PM EST – Length: 60 Minutes
How tax-advantaged opportunity zone investing helps clients
Presented by: David Scherer
November 22, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
China, COVID-19, And Black Friday: The Latest on the E-Commerce Opportunity
Presented by: Simeon Hyman, CFA, Scott Helfstein PhD, and Brandon Riker
November 18, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Putting Client Cash to Work—Efficiently
Presented by: Rick Brink, Daryl Clements
November 17, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Senior Loans: A solution for low yields and rising rates
Presented by: Brian Levitt, Taylor Watts, Jack Cunningham
November 16, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, and On-demand
approved for 1.0 CE credits
Small caps - taking a breather or taking off?
Presented by: Scott Conlon and Tim Skiendzielewski
November 11, 2021 at 02:00 PM EST – Length: 60 Minutes
Focusing on Quality in a Mid-Cycle Market
Presented by: Jeffrey Royal and Eric Lynch
November 10, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, and On-demand
approved for 1.0 CE credits
How do you tap into innovation? With more choices than ever
Presented by: Ryan McCormack, Mark Marex, and Michael Aitken
November 09, 2021 at 02:00 PM EST – Length: 60 Minutes
Why Energy Infrastructure Belongs in Your Portfolio Today
Presented by: Stacey Morris, CFA and Paul Baiocchi, CFA
November 04, 2021 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Stocks and Bonds Too Risky? Explore the Third Alternative: ASYMmetric Returns
Presented by: Darren R. Schuringa, CFA
November 03, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
All Eyes on the Fed Meetings: Interest Rate Risk and Bond Portfolio Strategies
Presented by: Simeon Hyman, CFA and Kieran Kirwan, CAIA with Troy Goldstein
November 02, 2021 at 02:00 PM EDT – Length: 60 Minutes
Picking Winners Is a Losing Game – Lessons Learned From Moneyball
Presented by: Julian Koski and Andy Kern, PhD
October 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Beyond China—Asian Investment Opportunities in India & Japan
Presented by: Dan Buchanan, Chern-Yeh Kwok, and James Thom
October 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Bond Investing in the Face of Uncertainty: A Multi-Sector Approach
Presented by: Steve Rocco, CFA and Andrew Fox, CFA, CIMA®
October 20, 2021 at 03:00 PM EDT – Length: 60 Minutes
Do we have to taper tantrum again?
Presented by: Brian Levitt and Matt Brill, CFA®
October 19, 2021 at 02:00 PM EDT – Length: 60 Minutes
Best Practices for Retirement Income Planning + How a New Tool can Help
Presented by: Wade Pfau and David Stone
October 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
Capturing the Growth in Emerging Markets: The Next Frontier
Presented by: Kevin T. Carter and Akeem Bailey
October 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Cybersecurity: The Investment Theme for a Secure Future
Presented by: Mike Sentonas, Andrew Hull, Brian Comiskey and Ben Jones
October 07, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
Keys to Maximizing Yield in a Low Interest Rate World
Presented by: Brian Resnick, CFA and Will Smith, CFA
September 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
Making It Last: Advanced Retirement Income Strategies for Everyday Investors
Presented by: Dan Bone, CIMA
September 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
Restoring Retirement: Security in Uncertain Times
Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
September 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, and On-demand
approved for 1.0 CE credits
How to Avoid Strikeouts on the Diamond or in the Market - The Moneyball Approach to New Age Portfolio Management
Presented by: Julian Koski and Andy Kern, PhD
September 23, 2021 at 02:00 PM EDT – Length: 60 Minutes
Playing Defense: Seek to Protect your market gains with Buffer ETFs™
Presented by: Graham Day and Bruce Bond
September 22, 2021 at 02:00 PM EDT – Length: 60 Minutes
Yield is Just a Number: How Nasdaq Dorsey Wright’s Approach Can Help Investors Meet Cash Flow Needs
Presented by: Chuck Fuller, David I. Cohen, David Miller and Matthew J. Patterson
September 21, 2021 at 02:00 PM EDT – Length: 60 Minutes
The Biden Tax Plan and Opportunities in Municipals
Presented by: Andy Blocker, Stephanie Larosiliere, and Tim Spitz
September 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
Annuity Questions, Answered
Presented by: Michael Finke, David Blanchett, and Wade Pfau
August 25, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand
approved for 1.0 CE credits
Tips and Best Practices on Buying or Selling your Practice
Presented by: Junette McCarthy and Jon Webb, and Todd Fulks
August 25, 2021 at 01:45 PM EDT – Length: 60 Minutes
Defined Outcome Products: Rationale, Implementation, and Risk
Presented by: Wes Matthews and Julien Chuard
August 25, 2021 at 12:30 PM EDT – Length: 60 Minutes
3-D Advisor Growth: Next Level Processes to Elevate Your Firm
Presented by: Daniel Crosby, Todd Bertucci and George Svagera
August 25, 2021 at 11:15 AM EDT – Length: 60 Minutes
Portfolio Insights: Effective Investment Strategies in the Current Market
Presented by: Ryan Barksdale
August 25, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and On-demand
approved for 1.0 CE credits
Nurturing Diversity in Financial Services
Presented by: Sara Grillo, Andrew Komarow, Christopher Woods, and Terron Tidwell
August 24, 2021 at 04:15 PM EDT – Length: 60 Minutes
Like Ships Passing in the Night: Results of the 2021 RIA PARI Survey
Presented by: David Stone and Lauren Drepeau
August 24, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand
approved for 1.0 CE credits
Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics
Presented by: Julian Koski and Andy Kern
August 24, 2021 at 01:45 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, and CFP® On-demand
approved for 1.0 CE credits
The Truth About the Future of the Financial Advisor
Presented by: Matt Reiner
August 24, 2021 at 12:30 PM EDT – Length: 60 Minutes
Jeffrey Gundlach on What’s in Store for the Markets and the Economy
Presented by: Jeffrey Gundlach
August 24, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
A New Era for Infrastructure: Building a Bigger, More Sustainable Future
Presented by: Troy Goldstein, Troy Goldstein and Kieran Kirwan, CAIA
August 10, 2021 at 02:00 PM EDT – Length: 60 Minutes
Taking Muni Bonds to the Next Level: Where Cutting-Edge Tech and Fundamental Research Meet
Presented by: Daryl Clements, Jason Mertz, and Jeff Reiss
August 04, 2021 at 02:00 PM EDT – Length: 60 Minutes
Mutant Capitalism: Maximizing Opportunity in a New Era of Investing
Presented by: Daniela Mardarovici, CFA
August 03, 2021 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics
Presented by: Julian Koski and Andy Kern, PhD
July 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Are Your Portfolios Ready if US Stocks Underperform?
Presented by: Brian Levitt, Eric Pearson, CFA®, and John Delano, CFA®
July 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Scared of Bonds? Buffer ETFs as a Bond Fund Alternative
Presented by: Trevor Terrell and Joe Becker, FRM
July 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
IRAs: Goldmine or Minefield?
Presented by: Chris McGovern
July 15, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Keep Your Options Open: Access the Nasdaq-100 with Options Strategies
Presented by: Eric McArdle, Troy Cates, Joe Tigay, and Efram Slen
July 14, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
The Big Picture Safe Withdrawal Rate Application
Presented by: Ryan McLean
July 08, 2021 at 12:00 PM EDT – Length: 60 Minutes
Five Proven Strategies to Transform Your Clients’ Future
Presented by: Samantha Russell
June 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Amazon is Big, E-Commerce is Bigger: The (Still!) Early Opportunity of Online Retail
Presented by: Troy Goldstein, Scott Helfstein PhD, and Simeon Hyman, CFA
June 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
How to Evaluate and Compare Annuities
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 24, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Tom Dorsey on Selecting the Outperformers in the Nasdaq-100
Presented by: Tom Dorsey, Jay Gragnani , Simeon Hyman, and Troy Goldstein
June 22, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Exploring Opportunities in International Markets
Presented by: Grady Burkett, CFA, Krishna Mohanraj, CFA, and Yiting Liu, CFA
June 17, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Semiconductors: The Building Blocks of Today’s Thematic Tech Landscape
Presented by: Rene Reyna, CFP® and Mark Marex, CFP ®
June 16, 2021 at 02:45 PM EDT – Length: 30 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 0.5 CE credits
Biotech: A True Benchmark for Technology-Driven Innovation in Healthcare
Presented by: Rene Reyna, CFP® and Mark Marex, CFP®
June 16, 2021 at 02:00 PM EDT – Length: 30 Minutes
Using Annuities with Purpose
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 10, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
De-risking Bond Allocations with Guggenheim & Litman Gregory
Presented by: Mike Pacitto, CFP®, CIMA®, Jack Chee and Steve Brown, CFA
June 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
How Annuities Impact Financial Plans and Client Behavior
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 03, 2021 at 12:30 PM EDT – Length: 60 Minutes
Outperformance Through Valuation and Wealth Creation
Presented by: Rafael Resendes
May 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
An RIA’s Perspective on Preparing Client Portfolios For Lower Future Returns
Presented by: Graham Day and Steve Osterink, Jr. CFA ® CFP ® AIF
May 26, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Opportunities in Fixed- Income
Presented by: Adam McCabe
May 25, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Head in the Cloud? You’re in Good Company
Presented by: David Wehrs and Brian Comiskey
May 19, 2021 at 02:00 PM EDT – Length: 60 Minutes
Income, Energy Infrastructure and MLPs: Post Earnings Season Updates
Presented by: Shneur Gershuini, Cat Gordon and Stacey Morris
May 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
Take the Concentration Risk out of the S&P 500
Presented by: Nick Kalivas
May 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Rethink the “40” in your 60/40: Why Alternative Income Deserves a Slice of the Traditional “40” Fixed Income Allocation
Presented by: Scott Kefer, CFA, Kevin Bales, CFA, and Ian Saunders
April 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns
Presented by: Robert Sofia
April 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
Fireside Chat with Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, moderated by industry leader Suzanne Siracuse
Presented by: Stephanie Link and Suzanne Siracuse
April 20, 2021 at 05:00 PM EDT – Length: 60 Minutes
Annuities for Today’s Retirement Realities
Presented by: Wade Pfau, Michael Finke David Blanchett, and David Lau
April 20, 2021 at 03:45 PM EDT – Length: 60 Minutes
Market Outlook: Opportunities in a Changing Landscape
Presented by: Tom Wald
April 20, 2021 at 02:30 PM EDT – Length: 60 Minutes
Staying on Offense with Fixed Income
Presented by: Brian Smedly and Suzanne Siracuse
April 20, 2021 at 01:15 PM EDT – Length: 60 Minutes
A Foolproof Way To Engage Anyone 100% of the Time
Presented by: Dan Solin and Bev Flaxington
April 20, 2021 at 12:15 PM EDT – Length: 60 Minutes
A Conversation with John Hussman
Presented by: John Hussman
April 20, 2021 at 11:00 AM EDT – Length: 60 Minutes
Yoga for all levels with Advisor Perspectives' Ashley Taylor
Presented by: Ashley Taylor
April 20, 2021 at 09:00 AM EDT – Length: 45 Minutes
Future Proof Your Practice: Learnings from 2020
Presented by: Alex Chalekian, Pete Dorsey, and Teddy Levitt
April 15, 2021 at 02:00 PM EDT – Length: 60 Minutes
Increase Your Upside Potential with Innovator Accelerated ETFs
Presented by: Trevor Terrell and Wes Mathews
April 14, 2021 at 02:00 PM EDT – Length: 60 Minutes
The Evolution of Value Investing
Presented by: Adam Calamar, CFA, Richard Clark, Kurt Havnaer, CFA, Tyra Pratt, CFA, Jorge Rivas, CFA, and Eric Schoenstein
April 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
30 Days to a Successful Niche Strategy
Presented by: Kirk Hulett
April 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Navigating Fixed Income in a Rising Rate Environment
Presented by: Jeffrey Royal, Daniel D. Dolan Jr, and Roger S. McEniry
April 06, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Positioning for the New Cycle with Global Equities
Presented by: George Evans CPA and Brian Levitt
March 31, 2021 at 02:00 PM EDT – Length: 60 Minutes
Future-Proofing Your Portfolio: Investing in Innovative Technologies
Presented by: Jeremie Capron and Lisa Chai
March 18, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
The Inflation Trade Anew
Presented by: Veronica Zhang, Charles Cameron, Shawn Reynolds, and Roland Morris
March 16, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Investing in Low-Volatility, High Quality Stocks to Play Portfolio Defense
Presented by: Dan Waldron and Ben Jones
March 11, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Emerging Markets in 2021: The Case for Increasing Exposure Now
Presented by: John P. Calamos Sr., Nick Niziolek & Todd Speed
March 10, 2021 at 02:00 PM EST – Length: 60 Minutes
Technology is the New Oil: The Changing Nature of Emerging Markets
Presented by: Ajay Krishnan, CFA and Scott Thomas, CFA
March 04, 2021 at 02:00 PM EST – Length: 60 Minutes
Personal to the Core: Making Passive Investing Personal
Presented by: Erich A. Holland and J. Womack
March 03, 2021 at 02:00 PM EST – Length: 60 Minutes
Why Core? Finding Opportunities in the Securitized Market
Presented by: Henry Song CFA and Douglas Gimple
February 25, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, CFA®, and CFP® On-demand
approved for 1.0 CE credits
Financial Professionals Guide to Estate Planning
Presented by: Nick Arndt
February 24, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Uncertain Markets: Focusing on “Midfielder” Companies
Presented by: Todd C. Ahlsten & Turner Miller, CFA
February 18, 2021 at 02:00 PM EST – Length: 60 Minutes
Frontier Tech Investing with LOUP
Presented by: Bruce Bond and Gene Munster
February 09, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
New Year, New Risks: What to Know About Putting Convertible Securities to Work in 2021
Presented by: John P. Calamos, Sr., Eli Pars and Joseph Wysocki
February 04, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
The Future of Emerging Markets & The Coming Digital Generation
Presented by: Kevin T. Carter
February 02, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Hedge Funds Are Back – Can Allocators Get Hedge Fund Alpha in an ETF?
Presented by: Jeffrey Royal & Andrew Beer
January 26, 2021 at 02:00 PM EST – Length: 60 Minutes
New Year, New Reasons to Diversify with Precious Metals
Presented by: Stan Kiang and Steve Dunn
January 21, 2021 at 02:00 PM EST – Length: 60 Minutes
Emerging Technologies in Emerging Markets
Presented by: Chelsea Rodstrom, Brian Comiskey, & Ben Jones
January 19, 2021 at 02:00 PM EST – Length: 60 Minutes
The Simple Framework that Drives 5X Better Marketing Results
Presented by: Robert Sofia
January 12, 2021 at 02:00 PM EST – Length: 60 Minutes
2021 Outlook: Can Asian Equities Lead the Way to a Global Recovery?
Presented by: Robert J. Horrocks, John Paul Lech, and Andy Rothman
December 15, 2020 at 02:00 PM EST – Length: 60 Minutes
2021 Outlook: The Innovation Economy
Presented by: Brian Levitt, Ryan McCormack and Mark Marex
December 09, 2020 at 02:00 PM EST – Length: 60 Minutes
Attractive Equity Investment Opportunities in a post-COVID Environment
Presented by: Jeff Seeley, Matthew Kelley and Alan Langsner
December 08, 2020 at 02:00 PM EST – Length: 60 Minutes
Investing in Disruptive Tech: Capturing the Growth of Robotics, AI & Health Tech
Presented by: Jeremie Capron and Bill Studebaker
December 02, 2020 at 02:00 PM EST – Length: 60 Minutes
Understanding How Investing in a Qualified Opportunity Zone Fund Can Provide Capital Gains Tax Relief
Presented by: Kevin Shields
December 01, 2020 at 02:00 PM EST – Length: 60 Minutes
Positioning Your Portfolio for the Future of Investing
Presented by: Steve Sachs and Marissa Ansell
November 19, 2020 at 02:00 PM EST – Length: 60 Minutes
The Growing Case for Broader Investment Beyond Domestic Equities
Presented by: Daniel C. Roarty, Walt Czaicki and Mark Phelps
November 18, 2020 at 01:00 PM EST – Length: 60 Minutes
2020 Election: Now What?
Presented by: Brian Levitt
November 17, 2020 at 02:00 PM EST – Length: 60 Minutes
Investors Need Yield: A Distinct Nasdaq Dorsey Wright Approach for a Zero-Yield World
Presented by: Michael Schoonover, David Miller, Matthew J. Patterson and Patrick Wolf
November 12, 2020 at 02:00 PM EST – Length: 60 Minutes
How Digital Transformation is creating New Investment Opportunities in Small Caps across the Globe
Presented by: Jeff Seeley, Tucker Walsh and Rob Forker
November 10, 2020 at 02:00 PM EST – Length: 60 Minutes
Thematic Investing: Catch the NEXT Wave of Innovators
Presented by: Mark Marex and Scot Kefer
November 04, 2020 at 02:00 PM EST – Length: 60 Minutes
Commodities: Portfolio diversification with the building blocks of our daily lives
Presented by: Stan Kiang, Steve Dunn, and Robert Minter
October 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
Election 2020 and Client Portfolios: Using Innovator Buffer ETFs to Hedge Election Risk
Presented by: Bruce Bond and Graham Day
October 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
Why ESG should matter to you and your clients
Presented by: Di Zhou and Jake Walko
October 27, 2020 at 02:00 PM EDT – Length: 60 Minutes
Discover the Investment Opportunities in Junior Biotechnology
Presented by: Mark Marex and Paul Dellaquila
October 22, 2020 at 02:00 PM EDT – Length: 60 Minutes
Explore a world of change—in one ETF
Presented by: Troy Goldstein, Simeon Hyman, and Scott Helfstein
October 20, 2020 at 02:00 PM EDT – Length: 60 Minutes
Strengthen your Core with ETFs
Presented by: John Feyerer and Nicholas Kalivas
October 15, 2020 at 02:00 PM EDT – Length: 60 Minutes
Keeping Up with Rapidly Shifting ESG Topics
Presented by: Iyassu Essayas, Rachel Nishimoto, and Joe Sinha
October 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
Elevating Your Practice with Model Portfolios: The Why and How GSAM Can Help
Presented by: Tom Driscoll, Mike Darling, and Chris Lvoff
October 13, 2020 at 02:00 PM EDT – Length: 60 Minutes
Health Care Planning in the Age of COVID
Presented by: Carolyn McClanahan and Dorothy Hinchcliff
October 07, 2020 at 04:00 PM EDT – Length: 50 Minutes
How to Leverage Technology to Grow and Scale Your Practice
Presented by: Andrew Altfest, Suzanne Siracuse and Robert Sofia
October 07, 2020 at 03:00 PM EDT – Length: 50 Minutes
Thematic ETFs for Right Now
Presented by: John Feyerer, Ryan Issakainen, Jeff Spiegel and Robert Huebscher
October 07, 2020 at 02:00 PM EDT – Length: 50 Minutes
Understanding Variable Annuities In Retirement Planning
Presented by: David Blanchett, Michael Finke, David Lau and Wade Pfau
October 07, 2020 at 01:00 PM EDT – Length: 50 Minutes
Defined Outcome Investing: All That You Want to Know
Presented by: Richard Jory, Wes Mathews, Vinit Srivastava and Regan Teague
October 07, 2020 at 12:00 PM EDT – Length: 50 Minutes
A Q&A With Bob Veres on the Future of the Advisory Profession
Presented by: Bob Veres and Robert Huebscher
October 07, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Fixed Income Outlook - Playing Offense
Presented by: Chris Cosantino and William Costigan
October 06, 2020 at 04:00 PM EDT – Length: 50 Minutes
What's Next For The Fiduciary Standard And Why Advisors Should Care
Presented by: Ron Rhoades, Knut Rostad and Dorothy Hinchcliff
October 06, 2020 at 03:00 PM EDT – Length: 50 Minutes
Uncovering Income-Boosting Opportunities in a Low-Rate Environment
Presented by: Jay McAndrew, Gene Tannuzzo and Marc Zeitoun
October 06, 2020 at 02:00 PM EDT – Length: 50 Minutes
Responsible Alpha® in a Changing World: Innovation as the Cornerstone of Positive Societal Change
Presented by: Stephen Sexeny, Jane White and Robert Huebscher
October 06, 2020 at 01:00 PM EDT – Length: 50 Minutes
The Healthcare Conversation: Will it Save or Sink Your Business?
Presented by: Joanne Giardini-Russell, Phil Lubinski, Tom O'Connor and Sheryl O'Connor
October 06, 2020 at 12:00 PM EDT – Length: 50 Minutes
A Q&A With David Rosenberg: The Road Ahead For Investors
Presented by: David Rosenberg and Robert Huebscher
October 06, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
2020 Election: 10 truths no matter who wins
Presented by: Brian Levitt
September 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
Valuation Driven® Investing: Exploiting Value and Growth Investors for Long-Term Wealth Creation
Presented by: Rafael Resendes
September 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
What’s ahead for post-election markets?
Presented by: Stephen Gallagher, Simeon Hyman, and Kieran Kirwan
September 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIPM®, and CFA®
approved for 1.0 CE credits
Play bigger than you are: Effective team formation
Presented by: Abram Claude
September 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
The Modern Gold Rush - Making Sense of Today’s Precious Metal Investment Opportunities
Presented by: Stan Kian, Steve Dunn, and Bob Minter
September 17, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, Live, and On-demand
approved for 1.0 CE credits
Limiting Risk and Growing Wealth with Fixed Income
Presented by: Bill Phillips
September 16, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, CFA®, Live, and On-demand
approved for 1.0 CE credits
Looking for Income with Covered Call Strategies
Presented by: Jay Jacobs, Rohan Reddy, & Ben Jones
September 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 1.0 CE credits
How Regulatory Changes and A.I. Technology are Driving Opportunities to Grow 401(k) Assets
Presented by: Megan Gunsorek, Louis Rosenberg, & Thomas Frost
September 10, 2020 at 02:00 PM EDT – Length: 60 Minutes
Balancing Income, Risk and Uncertainty with Municipal Bonds
Presented by: Eddie Bernhardt, Jason Bloom, Stephanie Larosiliere, & Adam Rochlin
August 19, 2020 at 02:00 PM EDT – Length: 60 Minutes
Behavioral Finance: The Power of Behavior to Build Wealth + Health
Presented by: Mark Halloran
August 13, 2020 at 02:00 PM EDT – Length: 60 Minutes
Looking Forward: Using a Proven ETF Rating to Build Better Client Portfolios
Presented by: Marc Chaikin
August 11, 2020 at 02:00 PM EDT – Length: 60 Minutes
Q&A: Communicating and Building Trust with Clients In A Virtual World
Presented by: Carol Anderson, Dan Solin, and Bob Veres with moderator Dorothy Hinchcliff
August 04, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Implementing a GBWM Framework with the SEI American Funds® Strategies
Presented by: John Anderson, J. Womack, and Chris Gies
July 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
How COVID-19 Changed the Risk-Tolerance Discussion Forever
Presented by: Aladin Abughazaleh and Kerry Ryan, CPWA®
July 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
Understanding the Investing Dynamics of Corporate Bonds in 2020
Presented by: Daniel Dolan & Roger McEniry of Dolan McEniry Capital Management and Jeffrey Seeley of iM Global Partner
July 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
Thematic Investing & the Stay-at-Home Economy
Presented by: Jay Jacobs, Pedro Palandrani, and Andrew Little
July 22, 2020 at 02:00 PM EDT – Length: 60 Minutes
Redefining Income Generation and Risk Mitigation Using the Nasdaq-100
Presented by: Phil Mackintosh, Efram Slen, and Jonathan Molchan
July 15, 2020 at 02:00 PM EDT – Length: 60 Minutes
Practice management: A Navy SEAL’s secrets of success under conditions of uncertainty
Presented by: Jonathan D. Wilson National Accounts Manager Capital Group
June 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
Q&A: How the Pandemic has Changed Advisory Practices
Presented by: Dorothy Hinchcliff, Dan Solin, Beverly Flaxington, and Sara Grillo
June 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios
Presented by: Bruce Bond, Graham Day, Rob Schulz, and Austin Smith
June 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
Accessing the Nasdaq 100 with Built-In Buffers
Presented by: Bruce Bond & Graham Day of Innovator ETFs and Ben Jones of Nasdaq
June 11, 2020 at 02:00 PM EDT – Length: 60 Minutes
Looking Forward: ETFs In Your Clients’ Best Interest
Presented by: Carlton Neel, Pete Carmasino, and Sash Hayman
June 04, 2020 at 02:00 PM EDT – Length: 60 Minutes
The Long Game: A Case for Investing in Emerging Markets Through Periods of Volatility
Presented by: Donald Amstad
June 02, 2020 at 01:00 PM EDT – Length: 60 Minutes
Positioning Your Firm for Growth
Presented by: Catherine Williams
May 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
A Q&A on Crisis-Era Withdrawal and Social Security Strategies
Presented by: Dr. William Reichenstein and William Meyer
May 26, 2020 at 02:00 PM EDT – Length: 60 Minutes
The Long-Term Allure of Dividend Growth
Presented by: Scott Kefer, CFA, Lance Humphrey, CFA, and Patrick Wolf
May 19, 2020 at 02:00 PM EDT – Length: 60 Minutes
Do you really know what you own?
Presented by: Eric Schoenstein & Richard Clark
May 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
Navigating The Effects of Black Swan Events
Presented by: Christian Magoon & Dan Cupkovic, CFP
May 12, 2020 at 02:00 PM EDT – Length: 60 Minutes
Adding Convertible Strategies to Your Playbook
Presented by: John P. Calamos, Sr., Eli Pars, & Joe Wysocki
May 07, 2020 at 02:00 PM EDT – Length: 60 Minutes
Q&A with Ben Inker of GMO on market valuations and asset allocation
Presented by: Ben Inker, GMO
May 05, 2020 at 02:00 PM EDT – Length: 45 Minutes
Keeping Clients Invested Using Behavioral Finance - 3 Simple Steps
Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
April 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
Market Volatility and the Diversification Potential of Municipal Fixed Income Investing
Presented by: Jonathan Mondillo
April 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Tackling Uncertainty with Defined Outcome ETFs
Presented by: Bruce Bond & Graham Day, CFA
April 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
An Unprecedented Opportunity in Value
Presented by: George Davis & Ryan Thomes, CFA
April 21, 2020 at 02:00 PM EDT – Length: 60 Minutes
Market Volatility and the Diversification Potential of Precious Metals
Presented by: Steven Dunn & Stan Kiang
April 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
Q&A with Gary Shilling on the economic impact of the coronavirus
Presented by: Gary Shilling
April 08, 2020 at 02:00 PM EDT – Length: 60 Minutes
Factor Rotation to Capture U.S. Large Cap Returns after a Market Downturn
Presented by: John Lunt of Capital Management & Patrick Wolf of Nasdaq Global Information Services
April 07, 2020 at 02:00 PM EDT – Length: 60 Minutes
Lessons Learned – How Defensive Strategies can Help During Market Pullbacks
Presented by: John Davi and Sylvia Jablonski of Direxion
March 31, 2020 at 02:00 PM EDT – Length: 60 Minutes
Buffer ETFs to Capitalize on Volatile Markets
Presented by: Bruce Bond & Graham Day of Innovator ETFs
March 26, 2020 at 02:00 PM EDT – Length: 60 Minutes
The Explosive Growth in E-Commerce in the Coronavirus World
Presented by: Kevin Kelly of Benchmark Investments & Sean O’Hara of Pacer ETF Distributors
March 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
A Q&A Session on the Coronavirus with a Top Infectious Disease Specialist
Presented by: Dr. Julie Parsonnet, Professor of Health Research and Policy at Stanford University
March 18, 2020 at 02:00 PM EDT – Length: 60 Minutes
Wealth in Transition: Retaining Multigenerational Assets
Presented by: Linda Eaton, CWS
March 12, 2020 at 04:00 PM EDT – Length: 60 Minutes
Integrating ESG Throughout the Investment Process
Presented by: John Hertzer, CFA, Portfolio Manager and Vice President at Dimensional
March 03, 2020 at 02:00 PM EST – Length: 60 Minutes
Beware of the Crowd: A 2020 Muni Outlook
Presented by: Greg Steier, Managing Director, Head of Tax-Exempt Portfolio Management at BBH
February 27, 2020 at 02:00 PM EST – Length: 60 Minutes
The Case for Replication in Alternative Asset Classes
Presented by: Jeffrey Seeley of iM Global Partner and Andrew Beer of Dynamic Beta investments
January 22, 2020 at 02:00 PM EST – Length: 60 Minutes
Impacting and influencing Financial Advisors – a look at their profile and media consumption habit
Presented by: David March of Erdos & Morgan
January 14, 2020 at 02:00 PM EST – Length: 60 Minutes
The Bull Market Has Not Run its Course
Presented by: Neil Hennessy, Ryan C. Kelley, CFA, Ben Cook, CFA, and David Ellison
December 17, 2019 at 02:00 PM EST – Length: 60 Minutes
The Unique Opportunities and Challenges for Bond Investors in 2020
Presented by: David A. Plecha, CFA
December 12, 2019 at 02:00 PM EST – Length: 60 Minutes
A Smarter Way to Invest in Small Cap Value (Duration 30 minutes)
Presented by: Robert H. Bergson, CFA and Michael Natale
November 25, 2019 at 02:00 PM EST – Length: 30 Minutes
Your niche is waiting: Help your best clients build wealth at work
Presented by: Abram Claude
November 19, 2019 at 02:00 PM EST – Length: 60 Minutes
Planning for long-term care expenses — as a family
Presented by: Florrie Willis of Lincoln Financial
November 14, 2019 at 02:00 PM EST – Length: 60 Minutes
New Research on Communicating Financial Planning Content in a Short-Attention-Span World
Presented by: Dan Richards
November 12, 2019 at 02:00 PM EST – Length: 60 Minutes
Challenging the Conventional Wisdom about Target Date Funds
Presented by: Ashish Shrestha and Chris Anderson Regional of Dimensional
October 31, 2019 at 02:00 PM EDT – Length: 60 Minutes
Training the Investor Brain 2: Managing Emotions and Building Your Business
Presented by: Dr. Frank Murtha, Bob Schmidt & Matt Johnson
October 29, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, CFP® On-demand, and On-demand
approved for 1.0 CE credits
The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed
Presented by: Barrett Ayers of Adhesion Wealth and Dave O’Rourke of Paulson Investment Company
October 23, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, and CFA®
approved for 1.0 CE credits
Portfolio Protection and Income Generation using Nasdaq-100 Index Options
Presented by: Sean Feeney and Efram Slen
October 16, 2019 at 02:00 PM EDT – Length: 60 Minutes
Discover the Investment Opportunities in Global Infrastructure
Presented by: Simeon Hyman, CFA, and Kieran Kirwan, CAIA
October 08, 2019 at 02:00 PM EDT – Length: 60 Minutes
The Case for Greater China Exposure in Your Portfolio
Presented by: Jeremy Murden, Chwang and S. Joyce Li, CFA
October 02, 2019 at 02:00 PM EDT – Length: 60 Minutes
Finding Growth in a Low-Growth World
Presented by: Brandon M. Nelson, CFA Senior Portfolio Manager Calamos Investments
September 24, 2019 at 02:00 PM EDT – Length: 60 Minutes
Riding The Aging Bull Market
Presented by: David Mazza and Inkoo Kang of Direxion
September 18, 2019 at 02:00 PM EDT – Length: 60 Minutes
The Process of Managing Retirement Income
Presented by: Andrew Rice, CIMA® of Thornburg Investment Management
September 10, 2019 at 02:00 PM EDT – Length: 60 Minutes
Guggenheim’s Macro Outlook: Will the Fed’s Pivot Save the Day?
Presented by: Brian Smedley, Head of Macroeconomic and Investment Research at Guggenheim Investments
August 13, 2019 at 02:00 PM EDT – Length: 60 Minutes
Finding the Right Ecosystem in the Broker-Dealer Jungle
Presented by: Sara Grillo, CFA
August 08, 2019 at 02:00 PM EDT – Length: 60 Minutes
International Equities: Why It Shouldn’t Be a “Wait-and-See”
Presented by: Jeffrey Germain & Matthew C. Johnson of Brandes Investment Partners
June 20, 2019 at 02:00 PM EDT – Length: 60 Minutes
On-demand
approved for 0.0 CE credits
Helping Investors Plan for Retirement
Presented by: Ashish Shrestha & Olivian Pitis, CFA®, AIFA® of Dimensional
May 07, 2019 at 02:00 PM EDT – Length: 60 Minutes
Keeping Clients Buckled In: How to have Conversations about Investments
Presented by: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.
May 02, 2019 at 02:00 PM EDT – Length: 60 Minutes
Managing Fixed Income for Absolute Returns in an Uncertain Environment
Presented by: Eddy Vataru, Lead Portfolio Manager of OSTRX Osterweis
March 27, 2019 at 02:00 PM EDT – Length: 60 Minutes
How to own the S&P 500 with built-in buffers
Presented by: Bruce Bond, Graham Day, and Matt Kaufman
March 21, 2019 at 04:15 PM EDT – Length: 60 Minutes
Survey Results - RIA Capacity and Segmentation Practices
Presented by: Bob Veres, Lisa Rapuano, CFA, & Brent Weiss CFP®, ChFC®
March 13, 2019 at 02:00 PM EDT – Length: 60 Minutes
How to Add Value in today's Muni Bond Market
Presented by: Mark Paris of Invesco, David LaRusso of Dimensional, David A. Plecha, CFA, of Dimensional, and Robert Huebscher of Advisor Perspectives
February 28, 2019 at 02:00 PM EST – Length: 75 Minutes
How to avoid Screwing Up your website
Presented by: Sara Grillo, CFA, and Dan Solin
February 19, 2019 at 12:30 PM EST – Length: 45 Minutes
Advisor Preferences for ESG/SRI Investing
Presented by: Leigh Jedeikin, Daniel Ong, and Robert Huebscher
December 11, 2018 at 01:00 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The Liquidity Mismatch in Client Portfolios: Investing for Retirement
Presented by: Kimberly Flynn and David Adler of XA Investments
November 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients
Presented by: Sara Grillo, CFA
September 27, 2018 at 02:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Advisors Should Talk to Millennial Clients If You Want Them to Listen To You
Presented by: Sara Grillo, CFA
August 01, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
No Longer a Niche: Women in Wealth
Presented by: Katie Keary, CFP®, CDFA®
July 26, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How You Can Fight Back Against Financial Elder Abuse
Presented by: Dr. Mikol Davis & Carolyn Rosenblatt
July 18, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Successful Advisors Build a Pipeline of Prospective Clients – And How You Can Too
Presented by: Dan Richards
June 21, 2018 at 04:15 PM EDT – Length: 60 Minutes
CIPM®, and CFA®
approved for 1.0 CE credits
Engaging & Retaining Client Relationships
Presented by: Matt Halloran
May 23, 2018 at 04:15 PM EDT – Length: 60 Minutes
CIPM®, and CFA®
approved for 1.0 CE credits
Income Investing for a Rising Rate Environment
Presented by: Kimberly Flynn and John Dudzik
April 25, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Creating More Efficient Portfolios & Reducing the Risk of Black Swans
Presented by: Larry Swedroe & Kevin Grogan, CFA
April 12, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Understanding Diminished Capacity and Long Term Care
Presented by: Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, AgingInvestor.com
March 29, 2018 at 05:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Nobel Prize-Winning Insights Shape Client Behavior
Presented by: Dan Richards
March 21, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
CFP Board Proposed Fiduciary Standards: A Good Small Step That Needs a Giant Leap
Presented by: Cheryl Holland, Rick Kahler and Knut Rostad
March 08, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Transform your Business through Process, People and Technology
Presented by: Jen Goldman
February 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The 2018 fixed income outlook: It’s quiet…is it too quiet?
Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
January 24, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The Fatal Flaws with Financial Planning – and How to Fix Them
Presented by: Dan Richards
December 13, 2017 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Much Can I Spend in Retirement?
Presented by: Wade Pfau, Ph.D., CFA
December 06, 2017 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
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Continuing education:
CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to the CFP Board®.
Investments & Wealth Institute has accepted many of our programs for CE credit towards the CIMA®, CPWA®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire live event we will report your attendance to the Investments & Wealth Institute. If you watch the on-demand event please email us at [email protected] for the webinar ID to self-report your attendance.
CFA institute allows for CFA Institute members to self-report live and on-demand webinars for CFA® and CIPM® CE credit.
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