As the saying goes, all good things must come to an end, but there is no way of knowing exactly when bull markets will turn bearish. Fortunately, there are now a wide range of strategies designed to protect retirement savings and prepare client portfolios for a shifting marketing climate.

Keynote Sam Stovall, Chief Investment Strategist at CFRA Research, will kick off the afternoon by assessing yield opportunities at the market, sector, and industry level.
Join our panel of leading industry experts as we explore:

  • The ways practitioners are using alternatively weighted ETFs as tactical allocation tools to optimize returns and plan adequately for retirement in the face of various market climates
  • Practical allocation strategies to help meet individual performance goals while mitigating risk across asset classes
  • How factor-, sector-, and multi-asset-based approaches can help to diversify portfolio exposure as retirement nears
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