Schedule of Events

February Breakfast



  • Wednesday Feb 15, 2017
  • Start Time: 7:30AM
  • End Time: 9:15AM
  • Garden of Gods Club
  • Presented by: Dan Waldron

Using Exchange Traded Funds (ETF’s) and Separately Managed Accounts

Program Description: Our speaker, Dan Waldron from First Trust Advisors, will help members to better understand the current state of one of the most dynamic and fast changing investment strategies available. No matter if you use ETF’s or not, you need to hear Dan address the tax efficiency, tradability and transparency of ETF’s. Dan will also explore active versus passive ETF strategies. Every day we see news about ETF’s and our clients are reading the same articles, too. Can you answer your client’s questions about ETF’s? Make sure you’re up-to-speed on this topic by attending this program.


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