Complimentary Live CE Events

July 12 and July 19 | 2:00 pm ET

Based on new research results from the WealthManagement.com Alternative Investments 2023 Benchmarking Study

This webinar series will present the highlights of our latest WMIQ research, discuss what advisors are looking for today, and reveal where they and their clients are headed with alternative investments.

Wednesday, July 12th

How Commodity ETFs Can Fit Into Client Portfolios

2:00 pm – 3:00 pm EDT

A combination of factors is leading to increased interest in alternative investments as part of client portfolios. Commodities have long served as a potential asset not correlated to stocks and bonds. And today commodity ETFs provide a new method for getting exposure to the asset class.

This webinar will look at several ETFs focused on commodities, including:

• Diversifying assets in an evolving market
• Understanding commodity Value Proposition
• The long term value of ETFs

Sponsors

Wednesday, July 19th

Exploring Middle Market Real Estate Investment Opportunities

2:00 pm – 3:00 pm EDT

When looking at real estate investment opportunities, gateway markets often top the list. But competition for those assets can be fierce. Often overlooked are opportunities in middle markets. This webinar will explore the latest investment trends, including:

• Enhancing portfolio efficiency during a bear market
• Asset management through real estate
• Investing in a rising interest rate market

Sponsors

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval

Not able to attend the live events?

Archived versions of WealthManagement.com webinars are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.