boston - ria workshop

Register for the SWAN RIA Workshop in Boston

 

Tuesday, October 1

11:30am - 2:00pm EST

 
Ruth's Chris Steak House
500 Totten Pond Rd.
Waltham, MA 02451
 

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Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Workshop 2019 Boston Agenda

 
Headed to Extra Innings: Preparing Portfolios for Volatile Markets  |  Mike Arone, CFA - Managing Director and Chief Investment Strategist, State Street Global Advisors 
 

Standing Out in a Sea of Sameness  |  Sean McCaffrey - Managing Director - Swan Global Investments 

 

Welcome to the Fearless Investing Movement: De-Risk Your Clients and Practice while Growing Your Business  |  Ryan Hart - Director of Channel Alliance, Riskalyze 

 

Building Your Business  |  Chris Hylen - Regional Director - Swan Global Investments

 


 

Register below.

 

About Us

A leader in hedged equity and options strategies, Swan Global Investments is an SEC-registered investment advisor providing asset management services. Since 1997, Swan Global Investments has managed the Defined Risk Strategy, a distinct hedged equity approach, helping investors to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC. Disclosure notice and privacy policy.

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