Re-imagine Retirement Plan Construction: High Time for High Yield and Others – New York Life Investments – 6.23.20

Overview:
Title: Re-imagine Retirement Plan Construction: High Time for High Yield and Others
Date: Tuesday, June 23, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM 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.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Summary:

On Demand Soon.

Have you been over-reliant on target date funds and balanced funds for your plan line-ups? Now may be the time to re-imagine retirement plan construction. Join this webinar as the Multi-Asset Solutions Team at New York Life Investments shares ways to optimize retirement portfolio construction that considers non-traditional fixed income asset classes.

Speakers:
Dana R. Hartwell, AIF® Dana R. Hartwell, AIF® Director, Head of DCIO Sales New York Life Investments

Dana Hartwell, AIF®, Director at New York Life. He joined New York Life in 2015 and is the Head of DCIO Sales.
Poul Kristensen Poul Kristensen Economist, Portfolio Manager New York Life Investments

Poul is a Managing Director, Economist, and Portfolio Manager with New York Life Investments. He joined the team in 2011 to focus on global macroeconomic trends and investment strategy. He has 17 years’ experience in the industry, specializing in quantitative investment strategy and asset allocation.
Robert Serenbetz Robert Serenbetz Portfolio Strategist New York Life Investments

Robert contributes to investment thought leadership and communication efforts across New York Life Investments. He is responsible for investment strategy, portfolio construction, and capital markets research.
Jonathan Swaney Jonathan Swaney Senior Portfolio Manager New York Life Investments

Jon is a Managing Director and Senior Portfolio Manager with New York Life Investments. His current focus is on multi-asset strategies, including the Mainstay Asset Allocation Funds.
FOR REGISTERED REPRESENTATIVE USE ONLY. DO NOT DISTRIBUTE TO THE PUBLIC.
About Risk
There is no assurance that fund objectives will be met.
All investments are subject to market risk, including possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.
High yield securities (junk bonds) have speculative characteristics and present a greater risk of loss than higher quality debt securities. These securities can also be subject to greater price volatility. Consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the Fund and are available by visiting nylinvestments.com or calling 888-474-7725. Read the prospectus carefully before investing.
The MainStay Funds® are managed by New York Life Investment Management LLC and distributed through NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member of FINRA/SIPC.
“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
FOR REGISTERED REPRESENTATIVES USE ONLY – NOT FOR DISTRIBUTION TO CLIENTS OR TO THE GENERAL PUBLIC.1859278