CalCPA PFP Wealth Wednesdays: Death of the 60/40 Webcast | 4173460A

Date :
October 18, 2017 11:00 AM - 12:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Basic
Member Price :
0.00
Nonmember Price :
94.00
CPE Credits :
CPE 1.00
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Diminished return expectations are putting a squeeze on clients’ retirement savings and anticipated future cash flows. 60:40 is part of the traditional playbook for asset managers. It refers to an allocation of 60% stocks and 40% fixed income. Brian Spinelli from Halbert Hargrove Global Advisors (HH) will focus on innovations to the 60:40 model. This is a strategic choice, given today’s investment environment. HH sees these innovations as part of a sustainable strategy, given their attributes. We’re calling this approach Maverick Risk. To succeed, new and different thinking is required. Please join us to learn about Maverick Risk and why we believe you should embrace it.

Objectives:

Identify the features of the Maverick Risk investment model.

Major Subjects:

TBA

Advanced Prep:

None

Misc. Information:

If materials are available for this webcast, they will be accessible for download the morning of the event.

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Level of Difficulty:
Basic
Field of Interest:
Specialized Knowledge
Prerequisites:
None
Designed For:
CPA/PFS who are looking to benefit their clients.
Financial Planners
 

Instructors

Brian Spinelli, CFP, AIF
Brian is based in Halbert Hargrove’s Long Beach office; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.” Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them. I am fascinated by capital markets as well, and enjoy the process of researching nontraditional approaches to investments.” Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.
No Agenda or Materials posted.