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Adviser to Adviser: Using ETFs to build client portfolios

Tuesday, February 10, 2009 4:00PM – 5:00PM EST View the archive This program…

Tuesday, February 10, 2009
4:00PM – 5:00PM EST
View the archive

This program has been accepted by the CFP Board for 1 CE credit and by the IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Viewers are eligible for CE credit up to 1 year from the live event.
Download the non-IMCA CIMA CE submittal form

Key topics covered during the webcast include:

  • How to incorporate ETFs into a portfolio
  • Concerns about exchange traded notes
  • Evaluating ETF indexes
  • Assessing ETF tools

    Moderators:

    Evan Cooper
    Deputy Editor
    InvestmentNews
    David Hoffman
    Reporter
    InvestmentNews

    Panelists:

    Rick Miller, Ph.D., CFP
    Chief Executive
    Sensible Financial Planning and Management LLC
    Nicholas Spagnoletti, CFP
    Partner
    Macro Consulting Group LLC
    Lou Stanasolovich, CFP
    Chief Executive and President
    Legend Financial Advisors Inc.

    View the archive

    Sponsored by:

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