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| Powerful Strategies for Managing Money with ETFs
(PAID EVENT)
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Mon., Nov. 9, 8:30 am-11:30 am
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Since market selection accounts for more than 90% of investment performance, why is it that most advisors spend relatively little time and resources managing markets exposure? Jack Ablin, chief investment officer of Harris Private Bank, and Tom McManus, chief investment officer, Wells Fargo Advisors, will lay out their approach for selecting markets.
In this session, you will learn their investment outlooks, strategies they recommend using ETFs, the ETF product suites to deploy, when it's not optimal to use ETFs and tax consequences, as well as pitfalls and opportunities. These two veteran strategists have seen all kinds of markets in their illustrious careers, and they can help you find the best opportunities today, evaluate the level of risk in today's environment, identify valuable circuit breakers to avoid excessive losses, and help you put it all together to make it work for your practice.
Attendees will receive an autographed copy of Jack Ablin's new book, Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace. This session has been approved for 3.5 CE credits by the CFP Board of Standards.
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| Jack Ablin |
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| Thomas McManus |
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$169 per person early-bird if purchased by October 26
$219 per person if purchased after October 26 |
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