CE Credit Upcoming Webinars

IIROC and FPSC-approved Webinar Series

“Pioneers in Asset Allocation”

In Partnership With AdvisorAnalyst.com

IIROC and FPSC-approved Webinar Series

“Pioneers in Asset Allocation”

In Partnership With AdvisorAnalyst.com

Join us to demystify two of the most contentious investment debates of 2017.

1. What are the actual risks in Risk Parity?
2. Is there any value in equity valuation analysis?

With the VIX in hibernation, Washington in crisis, and a devastating entitlements crunch on the horizon, an Advisors need every tool and trick at their disposal. That’s why ReSolve is thrilled to launch our 2017 IIROC/FPSC approved webinar series, “Pioneers in Asset Allocation” in partnership with Canadian advisor portal AdvisorAnalyst.com.

We are bringing you some of the brightest minds in asset allocation, including Meb Faber (Cambria Investments), Larry Swedroe (The BAM Alliance), Corey Hoffstein (Newfound Research), Jack Vogel (Alpha Architect), and others.
With 6 months left in the current 2-year IIROC CE cycle, there is no better place to knock off the balance of your credits.

Note: For the purposes of CE credit tracking, IIROC and the FPSC require that you register individually for each session.

Presented by: ReSolve Asset Management. 1 Hour Credit (IIROC and FPSC)

In this session, you will learn:

  • Why, despite recent successes, traditional portfolios are more vulnerable than they’ve been in a generation;

  • How Risk Parity actually works, versus how people think it works;

  • How a Global Risk Parity strategy compares against other popular portfolios over 90 years of market history;

  • Why a Global Risk Parity strategy is the perfect way to make sure your clients can reach their financial goals, no matter what the future has in store.

Presented by: Meb Faber, Cambria Investments. 1 Hour Credit (IIROC and FPSC)

June 20, 2017 @ 2:00 EST

In this session, discover:

  • How to identify when you’re making one of the most common mistakes in markets;

  • Why most valuation models for stocks and bonds are sending a perilous message about prospective returns over the next decade or more;

  • Why now is the perfect time for global diversification;

  • How thoughtful asset allocation techniques can maximize returns, manage downside shocks, and provide positive returns even during periods like the Tech and Housing Bubbles.

June 8, 2017 @ 2:00 EST

In this session, you will learn:

  • Why, despite recent successes, traditional portfolios are more vulnerable than they’ve been in a generation;

  • How Risk Parity actually works, versus how people think it works;

  • How a Global Risk Parity strategy compares against other popular portfolios over 90 years of market history;

  • Why a Global Risk Parity strategy is the perfect way to make sure your clients can reach their financial goals, no matter what the future has in store .

June 20, 2017 @ 2:00 EST

In this session, discover:

  • How to identify when you’re making one of the most common mistakes in markets;

  • Why most valuation models for stocks and bonds are sending a perilous message about prospective returns over the next decade or more;

  • Why now is the perfect time for global diversification;

  • How thoughtful asset allocation techniques can maximize returns, manage downside shocks, and provide positive returns even during periods like the Tech and Housing Bubbles.

This CE activity has been approved by FPSC® as meeting the minimum requirements for CE Approval as outlined within the FPSC Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC).