HEBRON, Ky., August 14, 2018 (GLOBE NEWSWIRE) — Responding to continued growth within their advisor base, FTJ FundChoice today announced it will be hosting 29 regional financial advisor education and networking events, FTJ FundChoice Universities, throughout September and October 2018.
As a small-scale local event, the FTJ FundChoice University is designed to help advisors more easily address their daily challenges, like managing client expectations and staying up-to-date on the continuously changing market environment. FTJ FundChoice will bring leading investment strategists directly to financial advisors, delivering the latest insights in portfolio management and financial planning techniques in advisors’ home towns.
FTJ FundChoice University topics will span strategist market commentary panels, investment strategies for high-net-worth clients, portfolio construction techniques to prepare clients for multiple market scenarios (Market Movement Strategies), and a tour of FTJ FundChoice’s advisor technology.
“With recent geopolitical factors affecting the financial markets, advisors nationwide are continuously educating themselves for the better of their clients, and we aim to further support them in person,” said Cory Kendall, National Sales Manager of FTJ FundChoice. “We hope to make timely education and support more accessible to every advisor who seeks it and welcome all advisors to join us at the FTJ FundChoice University in their area.”
Participating investment strategist firms include, 361 Capital, Advanced Asset Management Advisors, Appleton Partners, Clark Capital Management Group, CLS Investments, Cougar Global Investments, Efficient Market Advisors, First Affirmative Financial Network, FPA, Horizon Investments, Ladenburg Thalmann Asset Management, Loring Ward, Main Management, Meeder Investment Management, Ocean Park Asset Management, PIMCO, Russell Investments, Toews Corporation, and Wilshire Associates. Attending investment strategists will vary by location.
FTJ FundChoice University locations and dates:
- San Diego, CA – September 11
- Knoxville, TN – September 11
- Newport Beach, CA – September 12
- Hebron, KY – September 12
- Woodland Hills, CA – September 13
- Albuquerque, NM – September 18
- Pittsburgh, PA – September 18
- Scottsdale, AZ – September 19
- Lansing, MI – September 20
- Austin, TX – September 20
- Edina, MN – September 25
- Charlotte, NC – September 25
- Atlanta, GA – September 26
- Buffalo, NY – September 26
- Orlando, FL – September 27
- Oak Brook, IL – September 27
- Rochester, NY – September 27
- Virginia Beach, VA – September 27
- Cleveland, OH – October 2
- Lake Oswego, OR – October 3
- Bellevue, WA – October 4
- Granite Bay, CA – October 9
- Menlo Park, CA – October 10
- Westborough, MA – October 10
- Omaha, NE – October 11
- Louis, MO – October 17
- Dallas, TX – October 17
- Salt Lake City, UT – October 23
- Las Vegas, NV – October 25
Learn more about your local complimentary FTJ FundChoice University and register at www.ftjfcuniversity.com. All advisors are welcome, but registration is limited. To request a future University in your location, please email firstname.lastname@example.org.
About FTJ FundChoice
Founded in 2001, FTJ FundChoice, LLC, a national turnkey asset management firm with over $10B assets under administration, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on client relationship-building activities.