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Title

"Putting Investors First"

Event Description

This session will focus from investment strategy and products to ethics standards, top level retirement planning and how to best serve female clients, who may have a greater role in investment decision making. Michael McMillian from CFAI will present the CFA’s on Ethics and Professional standards, which will illustrate to the clients in attendance a fresh perspective to offset recent press on the financial services industry. Our next presenter will be Maura Sherer from Invesco Consulting. She will present and manage 30-45 minute workshops on the two additional client focused topics: Women and Investing – women control $12 trillion of $18.4 trillion in outlays and investment. The formally male dominated service model needs to adapt to include ALL clients. The New Retirement Landscape – the presentation highlights planning in light of changes to public and private sources of retirement income, as well as setting expectations for investment returns.

Event Type

Society

Education Topic

Leadership, Management, and Communication Skills; Portfolio Management

Start Time

5/12/2015 12:00 PM

End Time

5/12/2015 3:00 PM

City

Birmingham

State/Province

MI

Event Country

 

Event Region

Americas

Location Info

The Townsend Hotel
100 Townsend St.
Birmingham, MI 48009
 

Speaker

 

CE Credits

1.0

SER Credit

1.0

Currency

USD

Member Price

$0 if registered prior to 5/12/15

Non-Member Price

$20.00

Candidate Price

$20.00

Registration

Click to Register HERE

All Day Event

 

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Attachments

Content Type: MyCFA Calendar
Created at 3/19/2014 12:12 PM by Dileep Jose - CFA461
Last modified at 4/2/2015 1:19 PM by Dileep Jose - CFA461