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Outlook Conference

OUTLOOK 2018

With more expert panels, networking, and topical round tables than ever before, this year’s Outlook conference will provide advisors with resources and peer-to-peer collaboration unique to NAAIM!

 

November 5 & 6

Chicago Marriott O’Hare
8535 W. Higgins Road
Chicago, IL 60631-2806
(773) 693-4444 – mention NAAIM to receive the group room rate

ONLINE HOTEL RESERVATIONS:  Chicago Marriott O’Hare – OUTLOOK 2018

Register for the conference online at:  OUTLOOK 2018 Registration

Download PDF Registration Form and return to NAAIM:  OUTLOOK 2018 Registration (PDF)

AGENDA HIGHLIGHTS
Monday, November 5

  • Climbing the Wall of Worry | 2019 Market Outlook – Will Geisdorf, CMT, ETF Strategist, Ned Davis Research
  • The Pros and Cons of Financial Planning in your Practice | Member Panel
  • Stop Asking for Referrals and Start Earning Them – Wayne Townsend, General Manager, Platinum Advisor Stategies
  • Share Class Dilemma – Ron Rough, CFA, Director of Portfolio Mangement, Financial Services Advisory, Inc.
  • What’s Working for your Business?  Member Lightening Round

Tuesday, November 6

  • Bond Market Facts & Fiction … Information that will Surprise You – Marilyn Cohen, President, Envision Capital Management, Inc.
  • Opportunity or Folly? Managing Proprietary Tactical Portfolios for Clients – Jeffrey Cribbs, Chicago Wealth Management, Inc.
  • Stoking the Fire of Business Growth through Marketing | Member Panel
  • Securing Alpha with Artificial Intelligence – David Aferiat, Co-Founder, Managing Partner, Trade Ideas, Inc.
  • Round Table Sessions | Member participation.  Topics will include Marketing; Trading Techniques; and Managing Client Expectations when Trades Go Bad

And More …  DOWNLOAD a complete Agenda with presentation times


SPONSORED BY:

guggenheim   profunds_logo


ceros   direxion