Certificate Series - Investment Basics

Wednesday, September 29 - Thursday, September 30, 2021
Disney's BoardWalk Inn, Orlando, FL
Certificate Series - Investment Basics

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Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.

Topics

  • ​Investment terms
  • Risk and return
  • Stocks, bonds and mutual funds
  • Investment benchmarks
  • Portfolio management and asset allocation
  • ​Contemporary investment issues
  • Economic considerations
  • Tax considerations
  • Sources of information

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill FeylingExecutive DirectorCarpenters 46 Northern CA Counties

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serv

Speakers

  • John T. McCarthy Founder and Financial Educator McCarthy Grittinger Financial Group, LLC
  • Matthew T. Miler, CPA, CFP Partner McCarthy Grittinger Financial Group LLC

​Instructors

Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. If, as the event draws near, we determine that we are unable to meet in person, we will let you know of alternative educational options.
All conferences have a no-penalty transfer policy to any 2021 or 2022 program. Hotel cancellation policies apply. See www.ifebp.org/policies.


Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 8/18/2021 US $1,275.00 US $1,495.00
After 8/18/2021 US $1,575.00 US $1,795.00