For the past several months, I've been working on a new conference, The Business & Wealth Management Forum in Chicago (Oct. 13-15), (sign up here), creating a "dream team" program schedule that includes Don Phillips Bill Bengen, Harold Evensky, Stephanie Bogan, Michael Kitces, Tom Giachetti, George Tamer, Mark Tibergien, Matt Lynch, David Reichart, Michael Aronstein, John Rogers, David Marcus, Jerry Miccolis and Gary Miller.

It will also feature a new session we just added yesterday on using software to incorporate macroanalytic forecasts into client portfolio design, using regression analysis of stock/fund/ETF performance against a variety of different economic conditions and changes. (Conference registration cost: $395.)

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access