Financial Advisor Events

Legendary investor Leon Cooperman returns to FA Summit with his thoughts on current interest rates, the slowing economy, the 2024 elections and why capitalism is always good.

According to a recent report by the National Institute on Retirement Security, most Gen Xers—roughly defined as those born between 1965 and 1980—are failing to meet retirement savings targets. 2050 Wealth Partners Co-Founder & Co-CEO, Lazetta Braxton and National Institute on Retirement Security Executive Director, Dan Doonan explain how advisors can take what they know about this generational cohort and create plans to help them reach their goals.

Social Security may be undergoing some big changes—from a higher cost-of-living adjustment to an increase in payments for higher earners—that advisors should be aware of. Mary Beth Franklin, one of the country's leading experts on Social Security, explains the consequences of these potential changes and what future retirees and their advisors need to know.

According to recent statistics, 40% of angel investors are women. Combine this with a rising number of women-led startups, and the opportunities for investing by, and in, women are on the rise. Golden Seeds Co-Chief Executive Officer & Managing Partner, Jo Ann Corkran, and Laffer Tengler Investments CEO & CIO, Nancy Tengler, share how advisors can better position clients to take advantage of this growing women-led market opportunity.

Starboard Value's Jeff Smith has been one of the busiest activist investors over the last two decades, best known for his proxy fights in the restaurant space. The Starboard Value CEO is relentless in calling for changes at corporations, targeting Humana, Kohl's, Mercury Systems, and other companies during the Covid pandemic. He discusses how the current market environment is influencing his top picks.