Now what? Addressing post-election investor questions – Nuveen – 11.18.24

Now what? Addressing post-election investor questions - Nuveen - On Demand CE Soon

Overview
Title: Now what? Addressing post-election investor questions
Date: Monday, November 18, 2024
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary

On Demand Soon

This session will arm you with insights and answers to support post-election planning. Nuveen’s panel of experts will identify the critical near and long-term implications of the recent elections, how they may affect portfolio and investment decisions and what advisors and investors should consider doing now.

Learning objectives:

  • Understand key implications of the 2024 national elections and how they may impact individual asset classes, investment and tax management strategy
  • Incorporate potential market responses and policy changes into investment strategies
  • Engage clients in relevant planning and portfolio discussions

Accepted for 1 CFP® / IWI / CFA CE Credit

Nuveen Speakers
Jeff Carlin, CFA Jeff Carlin, CFA Senior Managing Director
Head of Global Wealth Advisory Services

Jeff leads the placement, distribution and support of all Nuveen products through global wealth distribution channels.
Tony Rodriguez Tony Rodriguez Head of Fixed Income Strategy

Tony co-chairs Nuveen’s Investment Committee, which establishes investment policy for all global fixed income products.
Donald Hall Donald Hall Global Head of Research, Real Estate

Donald uses a mix of nontraditional and traditional data sources to uncover insights that help shape our property portfolios.
James Bergeron, JD James Bergeron, JD Managing Director, Advisor Education

Jim develops and delivers intellectual capital designed to help financial professionals deepen client relationships and grow their businesses.
Michael Meehan, CFA Michael Meehan, CFA Managing Director, Portfolio Strategist

Mike develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.
Intended for financial professionals.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen, LLC provides investment solutions through its investment specialists.

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