Private Advisor Conference
Join Bob Veres and Performance Trust as they discuss fixed-income best practices
for fee-only advisors.
During this one day conference, they'll explore the current outlook on tax reform and how it can affect your planning. They'll also look at potential traps behind some of the most commonly used fixed-income investment strategies and examine objective risk vs. reward analysis.
Gain valuable insight from not only one of the industry's preeminent minds, but see how your peers are navigating this low interest rate environment.
for fee-only advisors.
During this one day conference, they'll explore the current outlook on tax reform and how it can affect your planning. They'll also look at potential traps behind some of the most commonly used fixed-income investment strategies and examine objective risk vs. reward analysis.
Gain valuable insight from not only one of the industry's preeminent minds, but see how your peers are navigating this low interest rate environment.
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Topics will include:
What: 2015 Fixed-Income Best Practices Conference When: April 27, 2015 / 10am-5pm CT Where: Loews Chicago O'Hare Hotel Why: CE credit available ... plus ... Stimulating Conversation with Bob Veres and the Performance Trust team! |
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