November 2019 Chapter Dinner Meeting

We will start at 5:30pm with a half hour of open networking with hors d'oeuvres and a cash bar. At 6:00pm we will take our seats and hear opening remarks and then proceed to our first presentation topic. At approximately 7:00pm we will then enjoy a buffet dinner and at 7:30pm we will proceed with our second presentation topic.

A World of Opportunity: Surveying the Global Equity Investing Landscape (1 CFP CEU)

Craig Reynolds, CFA®, Director/Regional Manager - NYC Metro AMG Funds

As the U.S. stock market has delivered stronger returns than international markets during the current cycle, some investors have come to question the need to allocate beyond the U.S. However, while the U.S. stock market has led for the past several years, it is far from clear that it will continue to do so. Investors adding more international exposure now are accessing those markets at more attractive valuations relative to the U.S. The vast size of the global investment universe also offers diversification possibilities in both non-U.S. developed and emerging market equities. While it is impossible to predict next year’s winners, investors who diversify globally may be well positioned to achieve their long-term goals. Learning objective(s): At the end of this session, planners will have a good understanding of: (1) The role of non-U.S. developed and emerging markets equities in diversifying portfolio risk, (2) The significance of a company’s multinational revenue stream, apart from the location of the corporate headquarters, (3) The investment opportunity in highly profitable, multinational businesses outside the U.S, (4) Historically low relative valuations for international equities, (5) Powerful, long-term demographic and macroeconomic trends shaping developing markets, and (6) The opportunity in inefficient global small cap markets. Level of Complexity: Intermediate  Divorce, Death, Disability (1 CFP CEU)

Danny Francisco, Divisional Business Consultant, Retirement Sales Symetra This session will address the three “BIG D’s” that can impact our clients’ lives: death, disability and divorce. Our speaker will discuss how you can help your clients naviate these challenging circumstances by being able to communicate, prepare for and guide them through these challenging life circumstances. Learning objective(s): By the end of this session, attendees will (1) Understand how to help clients through the divorce process, (2)  Appreciate the importance of legacy planning, (3)  Learn the communication skills that will help clients through the grieving process, (4)  Know how to advise clients during disability, sickness and end of life circumstances, and (5) Understand the special issues to be considered when advising female clients. Level of Complexity: Intermediate  Click here for speaker bios.

*THE FIRST FIFTEEN NON-MEMBER, FIRST-TIME ATTENDEES WHO REGISTER ARE WELCOME TO ATTEND FOR FREE! 

Must be prospective members to take advantage of this special offer. Advance registration required by contacting FPA GHV Chapter Executive Lori Somerville at lori@fpaghv.org or 877-817-8400. 

MANY THANKS TO OUR PROGRAM PARTNERS!

AMG Funds

represented by

Craig Reynolds, CFA®, Director/Regional Manager - NYC Metro AMG Funds 

(312) 590-9415 mobile - craig.reynolds@amg.com 

SYMETRA

represented by

Lisa Alli

Regional Vice President / Retirement Sales

516-492-4876 - Lisa.Alli@symetra.com