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TOPICS Discussing the role of fixed income in a portfolio, breaking down recent market events, and offering ideas about how attorneys can take a more disciplined approach to their fixed income investments. As well, we will discuss the benefits of Long-Term Investing and How taking a disciplined approach to investing can help your clients in changing markets.
Programs in the Financial Planning and Wealth Management Series
The Role of Fixed Income Investments – August 2, 2023
Successfully Transferring Wealth to the Next Generation Family – August 30, 2023
Things I Learned: A Caregiver’s Journey – September 6, 2023
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
1 CLE
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