DACFP & INVESCO PRESENT

Does Tech Still Belong in Client Portfolios?

NOVEMBER 15, 2022

The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack will tell you:

  • How institutions view the Large Cap Growth space today
  • How active managers have performed against the Nasdaq 100 this year
  • How Nasdaq 100 companies performed this earnings season
  • With QQQ down 30% YTD, whether now is the time to allocate
  • And so much more

1 CFP CE credit | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Ryan McCormack

Sr. Factor & Core Equity ETF Strategist

Invesco US

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>> FULL DETAILS

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VISION 2024
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>> FULL DETAILS

Introducing The Spot Ethereum ETFs
MAY 30, 2024 | WEBINAR

The new spot ETH ETFs will begin trading in a matter of weeks. This event will tell you what you need to know about them – whether to use them, how to decide which of the 8 funds to use, which clients to recommend them to, how much to allocate – and how to use relative to the spot bitcoin ETFs. Your questions answered, too!
>> FULL DETAILS and REPLAY

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines