Join live at 2pm ET / 11am PT
| Panel Discussion: Generating Income in the Age of COVID-19 Thursday, June 4, 2020 | 2:00 PM ET / 11:00 AM PT
Sourcing income and managing potential income volatility in this new rate regime presents unprecedented challenges for investors. Read More
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PRESENTER: Edward Kerschner, CFA Chief Portfolio Strategist Columbia Threadneedle Investments |
| PRESENTER: Jay McAndrew Vice President, National Sales Manager Columbia Threadneedle Investments |
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PRESENTER: Robert Bernstein Managing Partner Windham Capital Management |
| PRESENTER: Austin Fitch Senior Analyst Horizon Investments |
| MODERATOR: David Armstrong Editor-in-Chief, Executive Director of Content and User Engagement WealthManagement.com |
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| In times of uncertainty, one thing remains certain: your clients need to continue to work toward their goals—and above all, you need to help them stay focused on their long-term objectives amid the current volatility. Sourcing income and managing potential income volatility in this new rate regime presents unprecedented challenges for investors. What’s topical now, more than ever, is how advisors are re-evaluating allocations to source income. This webcast provides a capital markets overview and suggested methodology that could help financial advisors diversify risks ahead. Windham Capital Management and Horizon Investments will join Columbia Threadneedle for a panel discussion on how firms are navigating through these markets and suggestions surrounding portfolio implementation, including: An overview of the current fixed-income market environment How to manage potential income volatility in this new rate regime How financial advisors can diversify their fixed-income portfolios during these changing market conditions An alternative fixed-income allocation methodology and its benefits in the current market This webinar is for Registered Financial Professionals Only CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE Credits applied for and pending approval.
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