• Friday Oct 25, 2019
• Start Time: 8:00AM
• End Time: 5:00PM
• Portland Regency Hotel & Spa, 20 Milk St, Portland, ME 04101

Continuing Education Meeting: Portland, Maine

 

Join us for our next continuing education seminar on Friday, October 25, 2019 at the Portland Regency Hotel & Spa located at 20 Milk Street in Portland. Also, join us on Thursday evening, October 24 for a Member Meet & Greet from 5:30 – 7:30 p.m. at the Regency.

Agenda

7:45 – 8:30        Registration & Breakfast

8:45 – 9:35        Navigating the Responsible Investing Landscape – Nuveen (1.0 CE)

9:35 – 9:45        Sponsors

9:45 – 10:35     Topic TBD (1.0 CE)

10:35 – 11:00    Break and Sponsors

11:00 – 11:50    Modern Risk Management for Financial Advisors – Helen Yang (1.0 CE)

11:50 – 12:00     Sponsors

12:00 – 1:00       Lunch

1:00 – 1:50         Investing, Your Brain, and Behavioral Finance – Steve Benjamin (1.0 CE)

1:50 – 2:00        Break

2:00 – 4:00        Ethics – Dan Candura (2.0 CE)

Register