Wednesday, December 4, 2019 from 8:00 AM to 10:00 AM EST
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Irondequoit Country Club 
4045 East Avenue
Rochester, NY 14618

Driving Directions 


Diana Barlow 
FPA of Greater Rochester NY 

 Please join us on Wednesday, December 4th for a joint program between FPA, SFSP & CFA at Irondequoit Country Club.  Registration opens at 7:45am with a buffet breakfast. 

Macroeconomic Outlook

presented by Brian Quinn CAIA, Sr Associate, Product Development & Mgmt

From in-depth analyses on current economic trends to focused insights that drill down into specific market sectors.  This presentation was developed with the firmly held belief that intellectual capital has to be shared in a timely, transparent, and open dialogue with clients, and allow advisors to be more responsive to evolving market conditions and opportunites.

8:00-9:00am 1 CE credit for CFP license holders.  No NYS license CE credit has been approved for this course

Late Stage Credit Positioning for Risk & Opportunity

Easy monetary policy following the 2008 Global Financial Crisis has created cheap financing and incentivized corporations to increase debt on balance sheets. Guggenheim believes recession risks are mounting in the U.S. and the excesses from the corporate debt market may be at the epicenter of the next financial downturn. It is a good time for advisors to revisit the current state of the credit markets and explore optimal fixed-income strategies to maintain attractive income and total return potential while mitigating downside risk.

9:00-10:00am No CE credits have to approved for this course

Thank you to our program sponsor

December program does not carry NYS CE credits

Be sure to register for our future classes for both CFP & NYS credits:

January 8, 2020  1 CE / 1 hr program

February 5, 2020 2 CE / 2 hr program

March 4, 2020  1 CE / 1 hr program

April 1, 2020      2 CE / 2 hr program

June 3, 2020 1 CE / 1 hr program