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PLEASE NOTE: TO RECEIVE MEMBER DISCOUNTS, you must be an ICCFA member and logged into your account on the ICCFA website*, or you may call 1.800.645.7700.
*To register as a member on the site, go to the home page, click on "Create New Account" and fill out the form. If your company is a member in good standing, you will be granted membership privileges within 24 hours (but usually within minutes) and will have access to all content throughout the site as well as to ICCFA member discounts.
Also: you cannot earn continuing education credit by listening to recordings. You must attend presentations in person to earn CE credits.
In your role as an investment steward, it is important that you be aware of the full range of investment vehicles available to your company. Join Pat Severo for an in-depth discussion of alternative investments and their potential to lower risk and increase return, including:
Pat Severo is senior vice president of RBC Wealth Management, Beverly Hills, California. An investment advisor since 1985, he holds a license in life and disability insurance and fixed and variable annuities. He holds the Certified Investment Management Analyst designation, offered through the prestigious Wharton Business School of the University of Pennsylvania. He also recently completed the Accredited Investment Fiduciary Program at the University of Pittsburgh.