In this webinar ACP members Tim Caban, David Gardner, and Howard Cadwell will each discuss their methods for allocating client assets and presenting those allocation recommendations to their clients. Following each discussion, the webinar will be open for questions and input from other ACP members including the allocation methods and strategies they use in their practices. Please note that this will be an audio discussion only, however you are more than welcome to log in online to submit written questions. All members will be on mute, however if you have a question that you would prefer to discuss live, please raise your hand using the hand icon at the top left and I can unmute you for further discussion.
To register for this webinar, please click here.
If you have any questions please do not hesitate to contact me!
Thanks, Robyn