Nov. 14, 2017 | 3:00 pm ET Global Market Outlook 2018: Uncovering Opportunities Global monetary policies have begun shifting as the U.S. Fed interest rate normalization process advances and other central banks, like the European Central Bank, have taken a more hawkish stance. Worldwide economies are experiencing tepid growth rates and companies with attractive valuations have become increasingly harder to find. As the environment has become more challenging to navigate, our active management approach can help investors uncover opportunities on the right side of change. | October 31, 2017 | 2:00pm ET Teaming for Success in Three Legacy Planning Business Models In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape. |