There is much about this pandemic that will test us, most notably the ambiguity, the duration and the isolation. In a time of physical distancing and remote work, we’ve all been thrust abruptly into trying on some new versions of ‘how’ (e.g. 100% remote meetings, let alone happy hours with friends).
To thrive in our life and business we must take great care of ourselves through this. In short, we all could use a today we enjoy and a tomorrow we look forward to.
We’re excited to invite you to our next webinar, offered exclusively to LTAM clients and their guests.
This webinar will feature two special guests from Commonwealth: Kol Chu Birke, CFP®, Managing Principal, Technology and Corporate Strategy; and Brad McMillan, CFA®, CAIA, MAI, Managing Principal, and Chief Investment Officer.
Tune in for a discussion of today’s markets and a conversation about how we can create a today we enjoy and a tomorrow we look forward to.
Join us Monday, May 11th at 4pm EST. We are pleased to invite our clients and their guests to this webinar. Simply register here, and we’ll email you the instructions for how to join the virtual session.
Logging into the Webinar on 5/11:
The webinar will start at 4pm EST.
Click this link to join the webinar: https://commonwealth.zoom.us/j/98456385766?pwd=MmcxT1dnLzIvYXlHald5U3hEVnlNUT09
You can also choose to call in. Call (646) 518-9805 and enter Webinar ID: 984 5638 5766; Password: 342528.
Questions about logging in? Please email Kim at firstname.lastname@example.org.
About the speakers:
Kol Chu Birke, CFP®: Kol Chu Birke is a managing principal at Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer based in Waltham, Massachusetts, and San Diego, California. Kol has been with Commonwealth since 1999. He oversees technology and corporate strategy and is responsible for guiding Commonwealth’s continuous improvement and strategic planning to ensure our near‑, mid-, and long‑term health and strength. In addition, he leads our financial behavior efforts with a hunger for making financial planning easier and more effective by helping advisors leverage the latest behavioral insights and techniques.
Kol has been recognized in Investment Advisor magazine’s annual IA25, a list of the most influential people in our industry, for his work at the intersection of technology and financial psychology. His writing has been featured in publications including InvestmentNews, the Journal of Financial Planning, and ThinkAdvisor, and he has spoken at numerous industry conferences, notably as general session speaker of the Financial Planning Association’s annual retreat.
Kol received his BA in economics from Brandeis University and his master of applied positive psychology degree from the University of Pennsylvania. He is a Certified Usability Analyst; holds FINRA Series 7, 24, and 66 securities registrations; and has the CERTIFIED FINANCIAL PLANNER™ certification.
Kol enjoys adventures with his family, playing sports of any kind, and doing mundane chores such as chopping wood.
Brad McMillan, CFA®, CAIA, MAI: Brad McMillan is chief investment officer and a managing principal at Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer based in Waltham, Massachusetts, and San Diego, California. Brad joined Commonwealth in 2006 as head of the alternative investments group. Since then, he has risen through the Investment Research ranks to his current role as chief investment officer. Today, he oversees Commonwealth’s investment and asset management groups, chairing the investment committee and acting as the primary spokesperson for the firm’s investment divisions.
Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy for a range of media, including the Washington Post, Reuters, CNBC, USA TODAY, Barron’s, and Bloomberg News. Brad’s primary areas of focus are domestic and international economic issues and current events, equity and fixed income markets, asset class valuations and trends, client/investor topics, and Commonwealth positioning and recommendations.
He is the author of Crash-Test Investing, a must-read primer for Main Street investors seeking to help insulate their portfolios against a market crash. Brad maintains a daily blog, The Independent Market Observer, and is a regular contributor to Forbes.
Brad earned degrees from Dartmouth College (BA), MIT (MS in real estate development), and Boston College (MS in finance), and he holds the CFA®, CAIA, and MAI professional certifications.