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Title

Surviving & Thriving in the New World of Financial Advice

Event Description

​Join us as Ben Carlson, CFA will be sharing his unique perspective on the changing nature of building a sustainable wealth management practice in the digital age. His talk will describe in detail how Ritholtz Wealth Management turned blogging into a legitimate wealth management business, why automation is the biggest story of the coming decades, and business lessons learned from podcasting and writing about the markets. Ben's talk will contain a mix of stories, statistics, and behavioral nudges that can help investors better navigate the business, investing, and behavioral side of the financial markets.

To view Ben's bio - click here

Event Type

Society; Educational

Education Topic

Behavioral Finance

Start Time

12/4/2018 11:45 AM

End Time

12/4/2018 1:00 PM

City

Madison

State/Province

Wisconsin

Event Country

United States

Event Region

Americas

Location Info

​Madison Club
5 East Wilson Street
Madison, WI 53703

Speaker

Ben Carlson, CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

No Charge

Non-Member Price

$25

Candidate Price

$15 / University Student - $10

Registration

Registration has closed for the event.

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Content Type: MyCFA Custom Calendar
Created at 10/10/2018 4:08 PM by bmatthias@adminproserv.com
Last modified at 12/3/2018 6:00 PM by bmatthias@adminproserv.com