Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
First Trust has extended invitations to the CMT Association.
Our speakers will share their insights into the current market and provide ideas that you can put to work now! Space is limited, please RSVP today. If you have another advisor you would like to refer, please contact your inside wholesaler so an invitation can be extended.
Tuesday, October 15, 2019
1:30 pm – 2:00 pm – Arrival & Refreshments
2:00 pm – 4:30 pm – Presentations
4:30 pm – 5:30 pm – Dinner Reception
The Westshore Grand
4860 West Kennedy Boulevard
Tampa, FL 33609
Chief Executive Officer
David McGarel, CFA, CPA
Chief Investment Officer
Please e-mail or call:
Jen Henneberry | 630.765.8765 email@example.com
Chris Toye | 630.765.8739 firstname.lastname@example.org
Eric McMahon | 630.517.7702 email@example.com
For Institutional Use Only.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.