Events

Investing and allocating assets within election years may seem challenging given potential short-term volatility. Additionally, investors tend to express their election outcome uncertainty by building cash allocations instead of staying invested in the markets. However, history shows that remaining close to strategic asset allocation targets may help investors reach their long-term goals. Please join us, to hear BlackRock’s thoughts on how to manage through this volatility and uncertainty.

Mark Peterson 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 also spent time on the floor of the Board of Trade and Chicago Mercantile.

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work. For too long, retirement planning has focused solely on helping people map out how their financial circumstances will change. But what about how they might be affected personally and emotionally?

Join us as we discuss potential threats and proactive prevention, in addition to artificial intelligence and Ameriprise’s foundation and commitment to security.

Our presenter, Bryan Doherty is Executive Vice President of Advice and Wealth Management Technology at Ameriprise. Bryan is responsible for all technology in the Advice and Wealth Management segment including all advisor and client technology. He leads a team of over 1,800 global resources who own and support over 450 applications. He has built a culture centered around delivering world-class technology based on a foundation of security, availability, and resiliency. Bryan has been with the company for 23 years starting as a consultant before becoming an employee in 2003. He holds master’s degrees in Organizational Management and Software Engineering.