Top Stories
Most Recent
White Papers View All
Webinars View All
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
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 0.5 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®, CFA®, and CIPM®
approved for 0.5 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
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
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
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
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
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
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
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Five Proven Strategies to Transform Your Clients’ Future
Presented by: Samantha Russell
June 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
