Wiser Seminars & Workshops

Past Presentations

  • December 2012 – S&P Atlanta Workshop
    • Casey sat on a panel at the S&P Atlanta workshop about how Wiser Wealth is using Emerging Markets within its clients portfolios. Notes Here
  • December 2012 – IMN Indexing & ETF Conference Phoenix, AZ
    • ETF Trading, Sourcing Liquidity, Power Point Here
  • April 2012 – TradeTech Shanghai, China  ETF Conference
    • See the Power Point Presentation Here
  • February 2012 – Express Jet JP Morgan 401k Workshop
    • See the Wiser Wealth ASA page HERE
  • January 2012 – Inside ETFs Conference, Hollywood, FL
  • October 2011 – Standard and Poors Advisor Workshop Atlanta (see webinar slides below)
  • January 2011 – Standard and Poors Webinar: Income Producing Solutions in a Low Yield Environment
    • Casey Smith presented to 400+ advisors how to add Preferred Stock, Domestic Dividend and International Divided ETFs to a portfolio while increasing yield yet maintaining a similar risk level
  • January/February 2011 – ASA Pilot and Flight Attendant 401(k) Workshop
  • The Art of Indexing Conference, New York, October 27th, 2010
    • Casey Smith presented on two panels covering the uses and support of Exchange Traded Funds.
  • Amsterdam ETF Conference April  12th – 13th 2010
  • January 2010 – ASA Pilot and Flight Attendant Workshop
    • In this three hour 401k workshop designed specifically for ASA pilots and flight attendants, Casey Smith walks the group through the steps to build an investment portfolio. Terms such as standard deviation, alpha and sharp ratio are explained. At the conclusion of this event, each participant will be able to master the ASA JPM 401k plan.
      • Visit the Wiser Wealth ASA page HERE
  • January 2010 – Boca Raton, FL – Inside ETFs Conference
    • Casey Smith presented on a panel discussing how Wiser Wealth uses ETFs and how we explain the ETF concept to our clients
  • February 2009 – Singapore – ETF Conference
  • January 2009 – Atlantic Southeast Airlines – ALPA – JP Morgan 401(K) plan workshop
    • This workshop was  for the Pilots of ASA Delta Connection. There was no old “bait and switch” here, we rolled our selves back and focused on how to select the best mutual funds in the plan.
      • Visit the Wiser Wealth ASA page HERE

Wiser Wealth has made the materials and some additional information available to you from previous seminars/workshops you have attended. Please be advised that the information below is intended for those who were present at the workshop, as most of the information below is ‘talking points’.

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