Tue, Dec 08 | Webinar

JOIN US! December 8, 2020 | Mutual Funds & EFT's - Comparing and Contrasting

Avantis Investors Relationship Director, Alex Jenkins, CFA, will present "Mutual Funds & EFT's - Comparing and Contrasting".
Registration is Closed

Time & Location

Dec 08, 2020, 12:00 PM – 1:00 PM

About The Event

Avantis Investors Relationship Director and Investment Specialist, Alex Jenkins, CFA, will present "Mutual Funds & EFT's - Comparing and Contrasting". 

The presentation will cover the following, 

  • Understand how MF and ETF vehicles work
  • Understand the strengths and weaknesses of each structure and considerations across asset classes
  • Understand when to use each structure in your portfolios
  • Discuss how to articulate the tradeoffs to clients
  • FPA of Miami Member
  • FPA of Miami - Non-Member

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