WEBINAR

A Better Bond Ladder: Giving Clients Peace of Mind and Stable Monthly Income in a New Way

MAY 13, 2025

Anxious investors routinely turn to bonds during periods of uncertainty, but experienced financial advisors know that bond funds don’t provide predictably reliable income or performance. Now, there’s a solution to this fixed income problem. Come discover it – a fixed income strategy that delivers reliable cash flow and measurably improves client outcomes. It’s a much-needed improvement on the traditional bond ladder approach that you know so well. In this webinar, you’ll to explore how easy it is to provide each client with a personalized bond ladder strategy that can strengthen your client relationships by delivering predictable cash flow during volatile markets. Join Ric Edelman for this event, and come see why this solution was featured by Bob Pisani on CNBC!

For the live webinar only: 1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

SPONSORED BY:

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Featured Speaker

Ric Edelman
Founder
The Truth About Your Future

Featured Speaker

Nate Conrad
Head of LifeX
Stone Ridge Asset Management