Accepted for 1 CE Credit

Post-Fed Playbook: Turning Insight into Action

As market noise remains elevated amid fiscal policy debates and shifting global policy dynamics, now’s the time to take stock for 2026. Advisors who can balance risk with opportunity for their clients will be best positioned for what’s next. Join WisdomTree for a timely discussion that translates the current macro environment, unpacks the results of the latest FOMC meeting and provides key insights on balancing income generation with opportunistic equity exposure to help position portfolios for the months ahead.

Trump, The Fed & Road Ahead

As we move through the second half of 2025, markets are balancing resilient economic data against elevated geopolitical risk, inflation concerns and an uncertain Fed path. With volatility persisting across asset classes and policy clarity still elusive, investors need a clear, tactical framework for positioning portfolios with purpose. Join WisdomTree for an in-depth discussion on where we see opportunities across fixed income and equity markets. The session will also explore how evolving geopolitical developments are influencing investor sentiment, policy direction, and asset allocation decisions.

Accepted for 1 CE Credit

Scaling Personalization: Tax-Aware SMA Strategies and No-Fee Model Trading

Customization and tax efficiency are becoming competitive advantages, not optional features. WisdomTree and Quorus have partnered to help advisors deliver both, combining tax-aware SMA strategies with no-fee trading and rebalancing for WisdomTree model portfolios. This session will show how advisors can expand into SMAs without adding operational burden, streamline portfolio management and improve after-tax outcomes.