Earn CE credit: Market insights from American Funds and Delaware Funds – New York Life – 5.29.18

Summary:

Now On Demand.

Hear from American Funds and Delaware Funds to gain their views on recent market activity and how it impacts the way individuals invest for and spend in retirement.

Finally, join us to learn about how to give even your most conservative clients the courage to get off the sidelines and stay invested.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Michael Koch
Platform Wholesaler
American Funds

Michael Koch is a platform wholesaler at American Funds, part of Capital Group. He has 18 years of industry experience and has been with Capital Group for 16 years. Earlier in his career at Capital, he was an insurance marketing representative. Prior to joining Capital, Michael worked at NatCity Investments in Indianapolis. He holds a bachelor’s degree in marketing from Indiana Wesleyan University. Michael is based in Carmel, Ind.

Zachary A. Per
Assistant Vice President, Product Manager
Delaware Funds

Zachary A. Per is a member of the product management group at Macquarie Investment Management (MIM) where he focuses on the firm’s Small-Cap Value / Mid-Cap Value Equity team and Core Equity team. In this role, Per is involved in product line assessment and development, competitive analysis, vehicle management, board support, dissemination of product information, product positioning, and sales support. He is also responsible for representing the investment teams’ philosophy and process to clients. Prior to joining the firm in April 2013, Per worked for five years at Janney Montgomery Scott in the firm’s wealth management department, leaving the firm as a product manager, responsible for the firm’s mutual fund, separately managed account, and alternative investment platforms. In 2007, he began his career as manager of fee-based administration at Ferris, Baker Watts (later acquired by RBC Wealth Management). Per earned his bachelor’s degree from The George Washington University.

Stephen Rathford
Corporate Vice President, Retirement Income Solutions
New York Life

Stephen is responsible for helping National Brokerage firms and Banks build a well thought-out retirement distribution strategy for clients. With over thirty years experience in personal finance, Steve has been educating financial professionals and their clients about ways to build a solid retirement and overcome the challenges associated with transitioning from “saver” to “spender.” Prior to joining New York Life, Steve was with Fidelity Investments, where he was responsible for sales in their national retail distribution system, and he also worked with their institutional sales group, FIIS.

Overview:

Title: Market insights from American Funds and Delaware Funds
Date: Tuesday, May 29, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
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The accompanying seminar and variable annuity sales presentation is for informational purposes only.
Neither New York Life nor its affiliates or their professionals provide, tax, legal, or accounting advice. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product and the underlying prospectuses contain this and other information about the product and the underlying investment options. Please remind your clients to read the prospectuses carefully before investing.

Variable annuities are long term retirement products issued by New York Life Insurance and Annuity Corporation (“NYLIAC”), a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. As with many investments, there are risks and charges that apply. Withdrawals are subject to income taxes and, if made prior to age 59 1/2, a 10% IRS penalty tax will apply.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

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