We hope you will join us on January 24th for our first Education meeting of 2024, IN-PERSON!. These presentations are both timely and informative. Both sessions will provide one hour of CFP® CE Credit.
AGENDA
3:00-3:15 p.m. - Registration
3:15 - 4:15 p.m. - "2024 Economic and Market Outlook"
Speaker: Sean Clark, CFA® and Chief Investment Officer, Clark Capital Management
Sean will provide an overview and outlook on the economy and capital markets from a fundamental and historical standpoint.
At this session you will learn:
- The key economic indicators we're monitoring to assess recession risk
- How inflation, Fed policy, and corporate earnings may impact investors' portfolios
- The major talking points for conversations with your clients, so you can help them stay on track to achieve their long-term goals and objectives
- Investment ideas to navigate today's changing markets
One hour of CFP® CE Credit approved One hour of PA Insurance CE Credit pending approval..
4:15-4:30 p.m. - Break
4:30-5:30 p.m. - "Convertibles 101" R. Scott Henderson, CFA, CIMA®, CMFC, Senior Vice President, Portfolio Specialist, Calamos Investments
Do you want to learn how to invest in one of the most versatile and timeless financial tools? Join Calamos Investments, a pioneer in convertible strategies, to discover the history, mechanics, and benefits of convertibles, and how they enhance portfolio performance and diversification. Whether you are new to convertibles or want to refresh your knowledge, this session will give you the insights and skills you need to take your portfolio to the next level.
5:30-7:00 p.m. - Networking Reception - Cocktails and Hors d’oeuvres (1 free drink ticket included)