Apr. 2019

Annual Conference Experience

Aria Resort & Casino, Las Vegas, Nev.

Annual Conference Experience, where the name says it all.  It’s the experience of being at one of the largest gatherings of financial advisors, packed with the latest information on investments and wealth, behavioral finance, retirement, and practice management with six tracks to choose from and keynote sessions led by national thought leaders.

Feb. 2019

Investment Advisor Forum

New York Hilton Midtown, New York, N.Y.

The Investment Advisor Forum, powered by the CIMA certification, is the largest gathering of investment professionals and CIMA certificants in the country and the platform for leading thought leaders in the industry to share their expert knowledge on the latest topics such as economic and market outlooks, cryptocurrencies, the impact of technology and investing, and the geopolitical climate

Feb. 2019

Merger Modeling by The Marquee Group

CFA Society Toronto, 120 Adelaide Street West, Suite 2205, Toronto

This hands-on course focuses on the skills required to design and create a powerful model to analyze the impact of a merger or acquisition. Issues related to combining two companies will be reviewed and discussed. The course will be taught from the perspective of finance professionals who need to quickly assess the impact of a merger between publicly traded companies

When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can!

If you and your family are covered by a comprehensive employer-sponsored health care plan, then you are probably one of just a few lucky Americans around today! Changes to the health care system, coupled with sky-rocketing costs to cover even basic health care needs, means that even Blue-Chip companies are scaling back on employee health care coverage.

Now more than ever before, individuals and families need to carefully plan their health insurance needs, or they are likely to face huge out-of-pocket costs in their time of need.

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