2020 Vision: Accessing Opportunities for Next Year Now

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Accepted for 1-hour CFA® and CFP® credit

A complimentary webinar for financial advisors

Advisors repositioning for 2020 have a growing range of institutional-quality index strategies to consider as they recalibrate client portfolios for today's realities.

With trade tensions and geopolitics fueling uncertainty, how are advisors at the leading edge of indexing using the latest innovations to push passive further?

Join industry experts to explore:

  • How novel buffer strategies are being used to lock in potential gains while protecting on the downside
  • How going defensive with low vol mechanically protects during spikes in volatility
  • How core ESG indexing can debunk the myth that "doing-good" requires investors to sacrifice returns


  • Matthew Pierce, CFA, Wealth Consulting Group
  • Jason Sangekar, CFA, Magnus Financial Group
  • Rusty Vanneman, CFA, CMT, CLS Investments

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