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Seminars

  • FEBRUARY 10
  • MARCH 16
  • APRIL 28
  • MAY 12

SESSION 1: SEC Marketing Rule
SESSION 2: ESG Investing

May 12, 2022
12:00 pm
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SESSION 1: Practical Considerations for Applying the New SEC Marketing Rule
Emily Rowland Emily Rowland
Genna Garver Genna Garver
Johanna Anders Johanna Anders
1:15 pm
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BREAK
1:45 pm
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SESSION 2: ESG Investing: Implementing “Green” Investing Practices Demanded by Clients
Rebecca Peckham Rebecca Peckham
Greta Nathan Greta Nathan
Mario Chilin Mario Chilin
3:00 pm
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EVENT CONCLUDES
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