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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.

Event Type

Social; Educational

Education Topic

Behavioral Finance

Start Time

12/4/2018 5:00 PM

End Time

12/4/2018 8:00 PM

Event City

Milwaukee

Event State/Province

Wisconsin

Event Country

United States

Event Region

Americas

Location Info

​The Westin Milwaukee
550 N Van Buren Street
Milwaukee, WI 53202

Speaker

Ben Carlson, CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

$15

Non-Member Price

$30

Candidate Price

$30 / University Students - $10

Registration

​To register for the event - click here!​

Kindly register by Thursday, November 29th. 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 10/10/2018 4:35 PM by bmatthias@adminproserv.com
Last modified at 10/10/2018 4:35 PM by bmatthias@adminproserv.com