Wednesday, Nov 18

Advisor IQ Replay: Year-End Planning Strategies

Clients expect advisors to proactively help organize their complex financial affairs and deliver experiential alpha. This session provides actionable strategies in the areas of tax planning, charitable giving, retirement, and portfolio management. Including how to identify a checklist of planning strategies for year-end discussion as well as add value to client relationships by providing an organized and timely service.

“At the end of the day, it's about what's on the shelf at the end of the year.” – Steve Coppell

Clients expect advisors to proactively help organize their complex financial affairs and deliver experiential alpha. This session provides actionable strategies in the areas of tax planning, charitable giving, retirement, and portfolio management. Including how to identify a checklist of planning strategies for year-end discussion as well as add value to client relationships by providing an organized and timely service.

Our guest speaker for this continuing education session is Tim Steffen, from PIMCO Investment Management.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we are working through the current crisis.

Nyle Bayer

Nyle Bayer

Nyle Bayer is the Chief Marketing Officer at Helios, where he helps Financial Advisors tell their story to the clients they serve. Prior to Helios, Nyle was the President of Up Capital Management, a Registered Investment Advisor. Nyle lives in the Sacramento, CA area with his wife and three children.

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