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TITLE CE ON DEMAND TOPIC SPEAKER(S) RECORDED REPLAY
Municipal market: Tailwinds expected to continue   Municipal bonds John V. Miller 12/16/2021 View more
Nuveen Global Investment Committee 2022 Outlook: Slower, but still pretty fast   Investment outlook Nick Liolis,
Brian Nick,
Justin Ourso,
Anders Persson
12/10/2021 View more
Why short-term REITS make sense now   Real estate Alex Graf,
Michael Orzano,
Dave Nadig
12/6/2021 View more
Target Date Fund Update for 3Q 2021   Target date John Cunniff,
Steven Noll,
Kyle Wall
11/9/2021 View more
Expanding income opportunities through a flexible approach   Income Brian Griggs,
Susi Budiman,
Tim Ryan
10/27/2021 View more
Managing retirement income in 2021 and beyond 1 hour CFP, IWI Retirement Brian Griggs,
Rob Kron,
Brett Danko
1/27/2021 View more
Building a better practice: adapt and accelerate 1 hour CFP, IWI Advisor education Rob Kron 9/1/2020 View more
A financial professional’s guide to the responsible investing opportunity 1 hour CFP, IWI Responsible investing Rob Kron 8/11/2020 View more
The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

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