The Financial Planning Association is holding a Curated Continuing Education Event on Alternative Investments on March 5 at 4 PM at Northern Trust Offices in Tucson.
Andrew Garten, SVP of iCapital's Private Wealth Solutions team, will be traveling from Scottsdale to give an overview of alternative investments and tools for selecting and managing them, including:
✔ Educational resources to support informed advisor-client discussions
✔ Analytical tools and data for assessing asset types and allocations
✔ Platforms for initiating, completing, and monitoring alternative investment transactions and evaluating portfolio impact
This event is an opportunity to connect with FPA Arizona, CFA Society members, and other financial professionals—both during the presentation and at the wine-and-aperitivo social that follows.
Cost: $25 per person (includes one free guest). Students attend for free at the member rate.
March 5th
4:00 - 6:00pm MT
Northern Trust
3450 E Sunrise Dr, Suite 100
Tucson, AZ 85718
Register Now!