Webcasts and conference calls

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

November 14, 2018

Year-end planning strategies under tax reform

William D. Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Christopher P. Hennessey, Lawyer, CPA, Member, Putnam Business Advisory Group

October 23, 2018

Trade and tightening into 2019

Darren Jaroch, CFA, Portfolio Manager
Daniel Graña, CFA, Portfolio Manager

September 26, 2018

The Fed's balancing act

Bill Kohli, CIO, Putnam Fixed Income
Bill Connolly, CFA, Co-Head of Global Distribution

June 12, 2018

Unleashing the power of LinkedIn

Mary Donovan, Senior Practice Management Specialist
Siobhan Kelly, Director, Investment Strategies

April 25, 2018

Engaging clients with PlanVisualizer™

Steve McKay, Head of DCIO
Ryan Griffin, DCIO Investment Specialist
Michael Andrulis, DC Internal Investment Specialist