Washington DC

November 19, 2019

Ruth’s Chris Tyson’s Corner
8521 Leesburg Pike
Vienna, VA 22182

Register Now
11:00 a.m.

What’s new at FTJ Fundchoice/OPS and MMS Updates

FTJ Fundchoice/OPS is extremely excited to illustrate our new website, proposal system, and ease of doing business going forward. These new developments will truly define our experience as ‘best of breed

11:45 a.m.

New Technology Overview

Preview our new website, proposal system, and planning tool

12:15 p.m.

Break/food

12:30 p.m.

High Net Worth Solutions Options and Panel

  • Dan Gardiner, Meeder Private Wealth
  • Case Eichenberger, CLS Investments

Learn more about our premier custom SMA managers and how their products can be designed to help you attract High Net Worth investors.

1:00 p.m.

Strategist Presentations

-Wayne Seaman, Main Management
-Marc DiFilippo, Ocean Park
-Kevin Kenny, Toews

Overview investment strategies that take advantage of all market cycles through active asset allocation, sector rotation, & other money management tools.

1:45 p.m.

Strategist Panel

Discussion amongst strategists and attendees in regard to how and where to implement various strategists to best suit your clients’ needs as well as how to best pair strategists together in the ever-changing markets we invest in.

2:30 p.m.

Closing Remarks