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Advisor Summit on Closed-End Funds: Exploring Alternative Products
September 20, 2018 @ 8:30 AM—2:00 PM CDT
FreeWe 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