As the saying goes, all good things must come to an end, but the jury is still out on exactly when. Fortunately, there are a wide range of approaches designed to augment clients' retirement savings and safeguard portfolios against a shifting market climate.

Sam Stovall, Chief Investment Strategist at CFRA Research, will kick off the event by assessing yield opportunities at the market, sector, and industry level.

Join us for a complimentary event for financial advisors. Our panelists will explore:

  • De-risking portfolios with tactical ETF strategies that can help advisors participate in the upside while protecting the downside
  • How to consider implementing single- and multi-factor approaches within client portfolios if there is a market downturn
  • How advisors are combining the best of both active and passive strategies to unlock alpha
  • Taking emotion out of the equation: rules-based approaches that help advisors stay the course and give clients peace of mind

Featured speakers Michael Jones, CIO of RiverFront Investment Group and John Mauldin, Chairman of Mauldin Economics will round out the conversation with their respective market outlooks and commentary on how geopolitics are affecting global allocations in 2018.

Accepted for 3-hour CFA®, CFP®, and CIMA® credits.

The Westin Dallas Downtown, 1201 Main St, Dallas, TX 75202
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