What: 1 credit hour of Texas Insurance, CFP, CLU/ChFC, CPA, IWI, CIMA & CPWA, followed by Putt Putt Golf at Puttery with hosted drinks and light appetizers.

Course: Shifting the Efficient Frontier. An overview of the whitepaper by Wade D. Pfau, Ph.D., CFA, RICP, Professor of Practice at The American College of Financial Services and Investing in Alternatives in the Late Market Cycle

Guest Speakers: Nathan Lew & Scott Nelson with Equitable and Brian Duffey with Ocean Park

Hosted by Equitable, Ocean Park, and Cetera

When: Wednesday, February 21st, 4:00 to 4:50 (CE Presentation) followed by Putt Putt Golf play + Drinks & Apps.

Where: Puttery Houston

*Space for the event is limited with a maximum of 20 registrants