Webinar : Fresh Portfolio Construction Ideas for Retirement and Trust Accounts, WEDNESDAY, JUNE 25, 2014, at 2:00 P.M. (EDT)


Speakers’ Bios







Michael Fillmore

Mike Fillmore
 401(k) Investment Consultant
Clark Capital Management

 Tim Friday

Tim Friday
Group CEO
Mid Atlantic Capital Group

Jeff Keller

 Jeff Keller
Vice President and Director, DCIO
Stadion Money Management

 Christian Wagner

 (none)Christian Wagner
EagleView Capital


 Shaun Wurzbach

Shaun Wurzbach
Global Head,
Financial Advisor Channel
S&P Dow Jones Indices

Financial advisors who offer portfolio management services are trending towards index-based allocation strategies, including the use of ETFs in retirement and trust accounts.  As technology innovations generate more advanced retirement models, advisors are able to provide clients with retirement strategies on par with those offered to non-qualified accounts.

Join us on June 25 as we discuss novel index portfolio management techniques that meet retirement goals and wealth transfer objectives. Attendees will hear more about:

  • How indexing works in retirement plans
  • New practices in portfolio construction
  • Advisors’ growing use of index collective investment trusts as a way to compete in the retirement space
  • The role and responsibilities of advisors managing investment portfolio models in custodial accounts

Submit your questions in advance or ask them during the live Q&A session following the webinar.



Wednesday, June 25, 2014

2:00 P.M. EDT
11:00 A.M. PDT
6:00 P.M. GMT


Accepted for 1 hour CFA® and CFP® credits
Pending CIMA® credit





The Association of International Wealth Management of India (AIWMI) is a not-for-profit organization and a globally recognized membership association for finance professionals. AIWMI primarily focuses on the broad and strategic role of developing a more robust and forward-looking training infrastructure for the financial services sector and to promote more active industry involvement and collaboration in training and continuing education. AIWMI is offering advanced international certification programs along with a wide variety of high-quality executive education programs. AIWMI programs combine state-of-the-art knowledge and skills with practical experience and insights into the functioning of the financial sector. All AIWMI courses and educational events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector. AIWMI plays a key role in guiding the development of the financial services sector. AIWMI works with key industry participants’ viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. Besides enhancing technical competence and professionalism in the industry, AIWMI organizes events and facilitates discussions to promote best practices in leadership and talent development in the financial sector with an aim to become Asia’s premier center of excellence for financial education.

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