Webcasts and conference calls

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

March 15, 2017  |  1:15pm ET

Dynamic portfolio research with FundVisualizer®

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

April 26, 2017  |  1:15pm ET

Analyzing porfolio risks with Putnam Portfolio Navigator

Seamus Young, CFA, Investment Director

May 17, 2017  |  1:15pm ET

Markets and policy: Trump's first 100 days

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

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