Nov. 14, 2017 | 3:00 pm ET

Global Market Outlook 2018: Uncovering Opportunities

Global monetary policies have begun shifting as the U.S. Fed interest rate normalization process advances and other central banks, like the European Central Bank, have taken a more hawkish stance. Worldwide economies are experiencing tepid growth rates and companies with attractive valuations have become increasingly harder to find.

As the environment has become more challenging to navigate, our active management approach can help investors uncover opportunities on the right side of change.

October 31, 2017 | 2:00pm ET

Teaming for Success in Three Legacy Planning Business Models

In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents.

Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape.

October 26, 2017 | 4:15pm ET

Fact vs. Fear: How to present a steady message amidst sensational news

Thanks to constant stream of financial news, an overwhelming amount of information about global events is available to investors.

By helping them to better interpret news headlines and correlate potential outcomes, advisors can manage clients’ concerns and keep their investments on track to meet long-term goals.

October 24, 2017 | 2:00pm ET

Managing Clients Through Business Valuation Matters

When you help a client conduct a transaction or administer an estate, the client often will need to obtain a qualified appraisal to value the assets of his/her company.

Join Todd G. Povlich, CFA, ASA, of Management Planning, Inc., as he shares a business appraiser’s perspective of the wealth planning and estate tax field.