2017 Distribution Workshop

The 2017 GCMFA Distribution Workshop
“Targeted Distribution”

Wednesday, May 17, 2017
5:00- 7:00 pm Workshop

The Guilford Building

421 E. 4th St.
Cincinnati, Ohio  45202

Business Casual Attire Requested

 

Topics Include:

  • Distribution: Getting Started
  • Platforms: Where Are We Now?
  • Wholesaling: Leveraging Data

Guest Panelists:

  • Rick Ille (Moderator), ClearArc Capital
  • Ben Alge, Touchstone Investments
  • Kevin Guerette, Ultimus Fund Solutions

 

The Seminar is open to all employees in your organization, a benefit of your membership and participation in the Greater Cincinnati Mutual Funds Association.

 

Please forward this notice to other associates who may benefit from participation (i.e. portfolio management, call center & transfer agent teams, marketing department, etc.)

Attending a GCMFA event provides financial professionals continuing education and the opportunity to interact and network with their peers who face the same daily challenges.

Program is Free to GCMFA members!
$100 non-member fee.

Click here for 17-05-17 Distribution Workshop Flyer  Register via email or fax the 17-05-17 Distribution Workshop Registration Form to 513-939-2653 by May 10, 2017.