Frank Maselli and Michael Kitces spoke yesterday to more than 160 advisors who attended our continuing webinar series on Crisis Communications. 

If you missed yesterday's session, you can see a replay.  

Download Frank Maselli's Slides.pdf (2.66 mb)

Download Michael Kitces Slides.pdf (514.66 kb)

Join us this coming Friday, Nov. 7, at 4 p.m. EST, for another webinar. 

Bill Bengen, best known to advisors for his research on "safe" retirement withdrawal rates, will speak about the market's crash and the economic crisis that precipitated it. Bengen, in a story I wrote in the May 2008 issue of Financial Advisor, entitled "America's Financial Crisis," said he had by last spring raised more cash in portfolios than at any other time in his 25-year career because of his discomfort with economic conditions and financial markets. 

Also speaking Friday will be Greg Brousseau of Cental Park Group LLC. CPG distributes alternative investments to independent advisors. The firm's management pulled up roots in the large Wall Street brokerages to provide alternatives to the growing independent advisor market. The private partnerships CPG offers cannot be discussed for regulatory reasons, but the ideas driving them are good to know about. Brousseau will talk about opportunistiic investments in distressed securities, such as mortgage debt trading at deep discounts.