November Educational Program 2024

NOVEMBER EDUCATIONAL PROGRAM 2024

(HYBRID EVENT)

AGENDA

4:00 - 4:30 PM   Registration

4:30 - 5:30 PM   Presentation

                            Topic: The Growing High-Net Worth Practice: Attract and serve
                                         today’s high-net-worth clients

                            Presenter: Mark Peterson (bio. below)
                                                 Director, Market & Portfolio Insights
                                                 BlackRock

5:30 PM Annual Meeting / Networking Social

LOCATION

     Virtual: Zoom

     In Person: Nuevo Modern Mexican & Tequila Bar
                         1000 E 9th St, Cleveland, OH 44114

CONTINUING EDUCATION

     CE Credit: This program is being filed for 1 insurance CE credit 

REGISTRATION FEE

• Member: $0.00
• Member, Virtual: $10.00
• Member of another NAIFA Chapter: $15.00
• Member of another NAIFA Chapter, Virtual: $25.00
• Non Member: $25.00
• Non Member, Virtual: $35.00

PRESENTER BIO.

Mark Peterson is a Director on the Market & Portfolio Insights team, focused on investment strategy and education. He is a 25+ year industry veteran with extensive expertise and experience educating advisors and investors on market and investment topics. Mark’s responsibilities include relating BlackRock’s investment strategy and investment views to advisors and investors. Mark is the author of the popular Student of the Market monthly publication that is distributed widely to advisors across the country. 

Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank. Mark has also spent time on the floor of the Board of Trade and Chicago Mercantile Exchange. Mark received a BS from Arizona State University.