Webcasts and conference calls

Get valuable, advisor-only insight on market conditions and issues affecting your business.

April 26, 2017

Analyzing portfolio risks with Putnam Portfolio Navigator

Seamus Young, CFA, Investment Director

May 17, 2017  |  1:15pm ET

Trump’s First 100 Days: Markets and Policy

Bill Cass, CFP®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Matt Beaudry, CIMA, Senior Investment Director

March 15, 2017

Dynamic portfolio research with FundVisualizer®

David Nguyen, Director of Mobile Strategy
Paul O'Connell, Director of Marketing Communications

February 15, 2017

Top Tax Topics for 2017

Bill Cass, CFP®, Director Wealth Management Programs
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

January 26, 2017

Market Perspectives 2017 Preview

Matt Beaudry, CIMA®, Senior Investment Director

December 7, 2016

Advisors ARE Social

Mark McKenna, Director of Global Marketing
Chad Hollis, Manager, Marketing Technology

November 9, 2016

Post-election update and year-end tax planning

Bill Cass, CFP®, Director Wealth Management Programs
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Matt Beaudry, CIMA®, Senior Investment Director

July 13, 2016

Leveraging LinkedIn for your practice

Chad Hollis, Manager, Marketing Technology