Advisor Summit on Closed-End Funds: Exploring Alternative Products

We invite you to join CEFA at the Sheraton Grand in Chicago, IL for this exclusive Advisor Summit.

This event has been approved by the CFP Board for 5 CE credits and offers advisors* the chance to hear from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on a variety of areas and topics related to CEFs. Speaker presentations and candid discussions will focus on understanding, analyzing, and using closed-end funds to generate income.

Agenda Highlights:
• Finding Opportunities and Value in CEFs
• Generating and Managing an Income Stream for Your Clients
• Alternative Strategies in the CEF Space

*Free for registered financial advisors