S&P Dow Jones Indices, A Division of S&P Global
A complimentary event for financial advisors
What to Do When the Bull Rolls Over

As the saying goes, all good things must come to an end, but there is no way of knowing exactly when bull markets will turn bearish. Fortunately, there are now a wide range of strategies designed to protect retirement savings and prepare client portfolios for a shifting marketing climate.

Keynote Sam Stovall, Chief Investment Strategist at CFRA Research, will kick off the afternoon by assessing yield opportunities at the market, sector, and industry level.

Join our panel of leading industry experts as we explore:

The ways practitioners are using alternatively weighted ETFs as tactical allocation tools to optimize returns and plan adequately for retirement in the face of various market climates
Practical allocation strategies to help meet individual performance goals while mitigating risk across asset classes
How factor-, sector-, and multi-asset-based approaches can help to diversify portfolio exposure as retirement nears
Accepted for 3-hour CFA® credit
Pending CFP® and CIMA® credit approval
NOVEMBER 16, 2017
12:30 PM — 5:00 PM
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Agenda white-arrow
Richard Steinberg  
Richard D. Steinberg
Steinberg Global Asset Management
Sam Stovall  
Sam Stovall

CFA Institute

As a participant in the CFA Institute Approved-Provider Program, S&P Dow Jones Indices has determined that this program qualifies for CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CS Diary.

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Disclaimer: This event is intended for financial advisors and investment professionals. It is not possible to invest directly in an index. S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties. Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.