Overview
We're nearing the end of 2024, and advisors are faced with no shortage of challenges. Everything from rate cuts and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2025 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.
Topics covered will include:
- The Macro Perspective: What to Watch in 2025
- Broad U.S. Equities Overview
- Fixed Income Front & Center
- Active Fixed Income in Focus
- Why Consider Dividend Strategies Given the Macroeconomy?
Register today for this free Symposium, accepted for two(2) continuing education (CE) credits by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.