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Direct Indexing and the Shift to Personalized Portfolios

Presented by: Brandon Thomas & Michael Featherman, CFA
September 27, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Municipals in focus: Why munis? Why now?

Presented by: Gregory A. Gizzi & William Roach, CFA, CMT
September 28, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy

Presented by: Beth Zayicek, Bert J. Crouch & Justin Rimel
October 04, 2022 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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