Seminar: Interdisciplinary Webinar Series: 2013 Investment Strategies: Liability-Relative Optimization - Asheville
Type: Presenter:David Blanchett, AAMS, AIFA, CFP®, CFA, CLU, ChFC, Head of Retirement Research, Morningstar Investment Management
People invest to fund a goal, therefore, the risk factors associated with the goal, or liability, should be considered when building a portfolio whose objective is to achieve that goal. The concept of liability-driven investing has become increasingly popular in defined benefit plans, pensions, endowments, and foundations and is now increasingly used for target maturity and retirement income funds. In this presentation David Blanchett will touch on recent Morningstar research on liability-driven investing and explore the asset allocation differences that result from a traditional asset-only optimization framework to asset allocations built from the liability-relative optimization framework.
Location: 77 Central Ave., Suite F.
Asheville, NC 28801
Date: June 18, 2013
Time: 12:30 pm
Register Online

Seminar: Interdisciplinary Webinar Series: 2013 Investment Strategies: Liability-Relative Optimization - Hendersonville
Type: Presenter:David Blanchett, AAMS, AIFA, CFP®, CFA, CLU, ChFC, Head of Retirement Research, Morningstar Investment Management
People invest to fund a goal, therefore, the risk factors associated with the goal, or liability, should be considered when building a portfolio whose objective is to achieve that goal. The concept of liability-driven investing has become increasingly popular in defined benefit plans, pensions, endowments, and foundations and is now increasingly used for target maturity and retirement income funds. In this presentation David Blanchett will touch on recent Morningstar research on liability-driven investing and explore the asset allocation differences that result from a traditional asset-only optimization framework to asset allocations built from the liability-relative optimization framework.
Location: 104 N. Washington St.
Hendersonville, NC 28739
Date: June 18, 2013
Time: 12:30 pm
Register Online

Seminar: CPE Series for CPAs: Income-Shifting Trusts - Hendersonville
Type: Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Location: 104 N. Washington St.
Hendersonville, NC 28739
Date: May 28, 2013
Time: 12:30 pm
Register Online

Seminar: CPE Series for CPAs: Income-Shifting Trusts - Asheville
Type: Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)

Location: 77 Central Ave., Suite F.
Asheville, NC 28801
Date: May 28, 2013
Time: 12:30 pm
Register Online