Event Description: Brinker Capital Investments’ Maureen Blumenthal, Relationship Manager of National Accounts, and Ali McCarthy, PhD Head of Practice Management will be taking part in practice management discussions with LFN staff on Wednesday, June 9th from 3:45pm – 4:30pm ET. The discussions provide an opportunity to engage with staff by sharing practice management best practices, success stories, and also answer questions. Click HERE for more information!
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Brinker Capital’s Destinations Portfolios are dynamic, multi-asset class solutions focused on meeting a range of investor needs and delivering better investor outcomes by helping to keep clients invested over the long term. Learn more about Brinker Capital’s dynamic yet flexible, multi-asset class investment approach, the Destinations Funds – the building blocks of Destinations Portfolios, and the potential outcomes from a dynamic portfolio.
Events Description: During this conference, Todd Cole, CFA, CFP®, Divisional Vice President, Wealth Advisory Consultant, and Tom McNeil, CIMA®, Divisional Vice President, will give insight on how to attract and retain high net worth clients.
Event Description: Get ready to learn and network with FSI in 2021! Their Annual Kickoff has been re-created as a special members-only event in a virtual format. Save time on your calendar for these short, inspiring sessions that will help you prepare for what is to come in 2021.
Event Description: Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer, will discuss our economic outlook and portfolio positioning, investor behavior and emotion during times of uncertainty, and what to pay attention to as we near Election Day.