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Private Advisor Conference


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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.

Topics will include:
  • Tax and Estate Planning
  • Terminator 4 - The Rise of the Robo-Competition
  • A Framework for Fixed-Income Decision Making
  • How to Allocate to Fixed-Income: Measuring Risk vs. Reward, NOT Risk and Reward

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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Register Here


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