Friday, August 7, 2015

Calling all FPA Members...........

For all of our users who are members of the Financial Planning Association, please see below for an upcoming educational webcast......

Press Room > Kevin O’Leary of ABC’s Shark Tank to be featured on Webcast for Financial Planners, Journalists Invited

​​DENVER – The Financial Planning Association® (FPA®) and ETF Global® (, will host an exclusive webcast for FPA members regarding the importance of Earnings and Balance Sheet Quality when investing on Wednesday, August 12 at 11 a.m. ET featuring Kevin O'Leary, founder of O'Leary Financial Group, O'Shares Investments and noted "shark" on ABC's Shark Tank.

Hosted and moderated by Chris Romano, CFA, Director of Research at ETF Global®, the 20-minute webcast on "The Value in Balance Sheets When Selecting Dividend Stocks" will feature Mr. O'Leary's thoughts on the subject and how he uses quality of earnings and balance sheets when investing his Family Trust. Brad Zucker, Product Manager – Alternatively Weighted Indexes & Strategic Beta at FTSE Russell, will also join the program to discuss how they develop indexes to target quality, yield and low volatility metrics for long-term investment cycles.

FPA members who want to register can visit

Thank you for reading ETF Global Perspectives!

Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.
ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.