Wiser Wealth has made the materials and some additional information available to you from the workshop or seminar you attended. Please be advised that the information below is intended for those who were present at the workshop, as most of the information below is ‘talking points’.
- January 2011 – Standard and Poors Webinar: Income Producing Solutions in a Low Yield Environment
- Casey Smith presented to 400+ advisors how to add Preferred Stock, Domestic Dividend and International Divided ETFs to a portfolio while increasing yield yet maintaing a similar risk level
- January/February 2011 – ASA Pilot and Flight Attendant 401(k) Workshop
- See the Wiser Wealth ASA page HERE
- The Art of Indexing Conference, New York, October 27th, 2010
- Casey Smith presented on two panels covering the uses and support of Exchange Traded Funds.
- Amsterdam ETF Conference April 12th – 13th 2010
- Casey presented how we explain ETFs to our clients at the Inside ETF Conference Europe.
- January 2010 – ASA Pilot and Flight Attendant Workshop
- In this three hour 401k workshop designed specificilly for ASA pilots and flight attendents, Casey Smith walks the group through the steps to build an investment portfolio. Terms such as standard deviation, alpha and sharp ratio are explained. At the conclusion of this event, each participant will be able to master the ASA JPM 401k plan.
- Visit the Wiser Wealth ASA page HERE.
- In this three hour 401k workshop designed specificilly for ASA pilots and flight attendents, Casey Smith walks the group through the steps to build an investment portfolio. Terms such as standard deviation, alpha and sharp ratio are explained. At the conclusion of this event, each participant will be able to master the ASA JPM 401k plan.
- January 2010 – Boca Raton, FL – Inside ETFs Conference
- Casey Smith presented on a panel discussing how Wiser Wealth uses ETFs and how we explain the ETF concept to our clients
- February 2009 – Singapore – ETF Conference
- Casey Smith and Kyle Waller presented the following topics at the Singapore ETF Conference in February 2009
- Introduction to Exchange Traded Funds, February 23, 2009
- ETF vs. ETN, February 24, 2009
- Casey Smith and Kyle Waller presented the following topics at the Singapore ETF Conference in February 2009
- January 2009 – Atlantic Southeast Airlines – ALPA – JP Morgan 401(K) plan workshop.
- This workshop was for the Pilots of ASA Delta Connection. There was no old “bait and switch” here, we rolled our selves back and focused on how to select the best mutual funds in the plan.
- Visit the Wiser Wealth ASA page HERE.
- This workshop was for the Pilots of ASA Delta Connection. There was no old “bait and switch” here, we rolled our selves back and focused on how to select the best mutual funds in the plan.
