Home    Webinar   Why now is the right time for portfolio optimization?

SPECIAL SPONSORED CONTENT

Optimizing your clients’ portfolios is no easy task given the current backdrop of political and economic uncertainty, question marks about hitting the bottom of the market, and concerns over persistently low interest rates. These are not challenges faced by Canadian investors alone, but by all investors globally. Now and for many years to come, advisors and asset managers will play a key role in the success of investors looking to improve the overall outcome of their investment portfolios. In this webinar on Monday, August 17, 2020 at 1:00 pm ET, find out how our Manulife Investment Management’s experts navigate these challenges and can help to support you and your clients find investment opportunities in all market conditions. Moderated by: Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research, Manulife Investment Management Presented by: James Robertson, Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, Manulife Investment Management Register Now and get FP Canada and IIROC CE credits (pending approval)* * Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the speakers

Philip Petursson

Chief Investment Strategist and Head of Capital Markets Research, Manulife Investment Management
James Robertson

Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, Manulife Investment Management

Brought to you by

Manulife Investment Management

So how does it work?

Here’s how to get your CE Credits:

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

CE accreditation powered by

This webinar is an exclusive benefit for Advisor’s Edge readers. It is produced by Newcom Media’s content services team in collaboration with Manulife Investment Management. CE accreditation is powered by CE Corner. If you have any questions, please email: annachristina@newcom.ca