You are invited to join us for our first Member Meeting of 2021 on February 23^rd.  The virtual Member Meeting will be offering three informative webinars.  Topics include ten ways to protect your clients digital assets; gain a understanding of how ETFs have evolved over time and the different types of ETFs that exist today; and a review of the 2020 stock and bond market and the outlook for 2021.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:55 - Welcome
9:00 – Ten Ways to Protect Your Clients Digital Assets, Betsy Ehrenberg - CFP & WI Ins approved for 1 CE & IWI CE applied for
9:55  – Break 
10:00 – The Evolution of Index Investing, Hans Williams, CIMA - CFP & WI Ins approved for 1 CE  & IWI CE applied for
10:55 - Break
11:00 - Market Oulook, Mike Glatkowski, CIMA & Patrick Ryan, CFA - no CE for this session
11:55 - Adjourn

Presentation Descriptions:

9:00 – Betsy Ehrenberg
Title: Ten Ways to Protect Your Clients Digital Assets
Financial risks have arisen from the pervasive electronic fraud that is now extant in the virtual digital age. One important issue to discuss with clients is protecting digital assets. People worked hard to build their wealth. We show how technology can protect it.

By the end of the session attendees will –

• Identify digital assets and access protocols in order to prevent postmortem roadblocks.
• Learn ways to assemble and organize electronic records for data and document access.
• Learn strategies to motivate clients to protect digital assets during estate planning and financial review.

10:00 – Hans William, CIMA – Franklin Templeton
The Evolution of Index Investing
ETF Specialist Hans Williams will discuss index investing over time and how strategic beta can fit in to a client’s portfolio.  The discussion will include –

• The Trade-Offs of Cap-Weighted Index Investing
• Understanding Strategic Beta
• Factors – The DNA Markers of Stock Behavior
• Options for Investing in Strategic Beta
• How to Put Strategic Beta to Work

11:00 – Mike Glatkowski, CIMA & Patrick Ryan, CFA – Madison Investments
Market Outlook for 2021
Mike and Ryan will be reviewing the 2020 stock and bond market along with the economic changes over the past year.  Then they will provide their 2021 outlook on the stock and bond market along with the positioning of portfolios.  The goal of this presentation is to help advisors make portfolio level decisions for their clients.