Calendar

In-Person: New York Chapter Summer Social

Havana Social 45 Stone Street, New York, New York

  The New York Chapter of the CMT Association invites you to our Summer Social! Come join us at Havana Social for a bit of Summer Fun and good conversation.  This Summer Social is sponsored by Stocktwits. We hope you will join us! Jay Woods, CMT Dan Russo, CMT Michael Sroga, CMT Louis Spector, CMT Tom Bruni, CMT New York Chapter Chairs Sponsor:

In Person: Ahmedabad CMT Member Meet featuring Akshay Chinchalkar, CMT, EPATian, Milan Vaishnav, CMT, MSTA, Kush Ghodasara, CMT & Joel Pannikot

The Belvedere Golf and Country Club, Sarkhej - Gandhinagar Hwy, near Vaishnodevi Circle Adani, Shantigram, Gujarat 382421 The Belvedere Golf and Country Club, Sarkhej - Gandhinagar Hwy, near Vaishnodevi Circle Adani, Shantigram, Gujarat 382421, Gujrat, India

Powered by Stocktwits The CMT Association invites you to the upcoming Ahmedabad City Member Meeting on Saturday, July 20th, 2024. We are pleased to have Akshay Chinchalker, CMT, who will speak about Elliott Wave; Milan Vaishnav, CMT, who will discuss Spotting Early Reversals with RSI & OBV; and Kush Ghodasara, CMT, who will introduce the CMT Association’s Ahmedabad City community. Additionally, Joel Pannikot, Head of Asia-Pacific at CMT Association, will provide global updates about the association.   Ahmedabad CMT Member Meeting - Date: Saturday, July 20th, 2024 - Time: 2:00 PM - 6:00 PM IST - Location: The Belvedere Golf and Country Club, Sarkhej-Gandhinagar Hwy, near Vaishnodevi Circle Adani, Shantigram, Gujarat 382421 Candidates of the CMT Program are also invited to attend this event. We hope to see you there!  

Get Tickets $5.00 – $10.00

Webcast: The Million Dollar Blueprint: A Proven Guide to Growing a 7-Figure Financial Advisory Practice Part 1 with Adam Koós, CMT

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]

Virtual: Women in TA Chapter Meeting featuring Kristi Mallory

Virtual Meeting Link will be distributed prior to event

The Women in TA Chapter of the CMT Association invite you to our meeting on Friday, August 16, 2024.  Kristi Mallory will be our guest speaker.  We hope you will join us! TOPIC: Networking, Mentoring, Connection, and Coaching PRESENTER: Kristi Mallory Executive Business Coach You will receive an email with the Link to the zoom call on the day of event. Karen Benefiel, CMT, CPA Kelly Corbiere, CMT, CFA, CFP Gina Martin Adams, CMT, CFA Women in TA   

Webcast: “CRYPTOCURRENCY: How to manage a crypto fund” with Javier Pineda, CMT

A webcast presentation by Javier Pineda, CMT as part of the CMT Association's Educational Web Series. About the Presentation: In this session, Javier Pineda will demystify the complexities of cryptocurrency fund management. With years of experience in the financial sector and a deep understanding of digital assets, Javier will share invaluable insights into: Understanding the Crypto Market: Gain a comprehensive overview of the cryptocurrency landscape, including key trends and market dynamics. Risk Management Strategies: Learn how to identify, assess, and mitigate risks unique to cryptocurrency investments. Portfolio Diversification: Discover the best practices for diversifying your crypto assets to optimize returns and minimize risks. Regulatory Considerations: Navigate the evolving regulatory environment and ensure compliance in your crypto fund operations. Advanced Investment Techniques: Explore sophisticated investment strategies and tools to enhance your crypto fund performance. This webinar is a must-attend for financial professionals, fund managers, and anyone interested in mastering the art of cryptocurrency fund management. Whether […]

Webcast: “Purging Random Market Dogma” with Wayne Montierth, CMT

A webcast presentation by Wayne Montierth, CMT as part of the CMT Association's Educational Web Series. About the Presentation: I will demonstrate the legitimate expectation that Financial markets are not random. Catch-all terminology like 'volatile' and 'risky' are excuses for a lack of context and perception. "You will do the wrong thing at the wrong time" acknowledges that there is a right place and right time. We know what that looks like, where it will probably happen, and what is likely to play out if triggered; and we will take the odds and failure rates. Tactical Chart Analysis is NOT gambling or wishful thinking.

Webcast: The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Firm Part 2 with Adam Koós, CMT

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]