The Education Exchange Webinar Series
Emerson created "The Education Exchange" as a way to inform our clients of the issues surrounding the management of their wealth, such as our investment philosophy, estate planning, the role of retirement income, insurance needs or charitable giving.
Throughout the year we produce brief webinars on subjects we think contribute to our clients' total wealth management. We encourage you to listen to our team members explain how these issues affect you and the common goal of achieving a rewarding retirement.
Wealth Management Webinar Presentation:
The Estate Planning Basics
Narrated by Kathy Sablone, J.D.
Wealth Strategist
2011 Investment Summit Webinar Presentations:
Market Cycle Framework
Narrated by Jack Lemery, CFA
Senior Market Strategist
Countries & Asset Classes
Narrated by Jennifer Gallagher Eustance, CFA
Analyst/Trader
Sector Views & Valuation
Narrated by Paul Tryon, CFA
Director of Investments
Themes, Thesis & Catalyst
Narrated by Patrick Long, CFA
Equity Analyst