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2018-06-29T15:54:41+00:00

virtualCX | Building an income stream through the power of dividend investing

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Name: virtualCX | Building an income stream through the power of dividend investing
Date: July 17, 2019
Time: 12:00 PM - 1:00 PM CDT
Registration: We're sorry, public registration for this event has been closed.
Event Description:

This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.

Investing your money can be intimidating, especially when it comes to buying stock. Fluctuating stock prices can leave investors feeling uncertain about the future of their money.  But wouldn't it be great if you were continuously paid for owning shares in a company? With dividend investing, shareholders are also owners of the business, which means they are also entitled to the earnings that the business produces over time. With patience and a little time, you can slowly build an income stream with high yields for a low price. Join Tad Geiman and Lisa Shaw as they discuss the ways to build an income stream through the power of dividend investing.
 
The program will be broken down into three parts:
  1. Historical returns of the equity markets with commentary on the best performing asset classes.
  2. Long-term drivers of equity returns as well as commentary on present market conditions and the future outlook of the stock market.
  3. The Power of Dividend Investing and building a long term income stream through dividends.


Speaker Bios:

Tad Geiman, Senior Vice President, Director of Wholesale Distribution
Tad Geiman has over 30 years of experience in the investment industry and is currently a Senior Vice President in charge of Wholesale Distribution with Advisors Asset Management.   Tad has worked in the industry as both a wholesaler for Broker Dealers and as a financial advisor and has over 20 years of management experience.  He is a frequent keynote speaker at client events for many of the top investment firms in the industry.  Before coming to Advisors Asset Management he was the Managing Director for the Western Sales Division for Claymore Securities based out of Chicago.  He has product experience in a wide range of investment vehicles including mutual funds, annuities, separately-managed accounts, exchange-traded funds, closed-end funds, and unit investment trusts and currently holds Series 7, 66, and 24 licenses.  Tad currently lives in the Kansas City area with his wife Shelly and their four children.


Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Bank of America Merrill Lynch in 2006. As a Certified Private Wealth Advisor® professional, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, behavioral finance, and planning for executives.


 
Location:
Virtual! Access this program remotely from your computer, tablet or smartphone.
Date/Time Information:
Wednesday, July 17, 2019
12:00 pm - 1:00 pm 
Contact Information:
Fees/Admission:
Free for members
$20.00 Nonmembers
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