Shirley Flick, CFP attends Cambridge Asset Allocation Platform conference with National Investment Strategists in Charlotte, N.C,
Shirley Flick has announced her recent participation in the Cambridge Asset Allocation Platform (CAAP) conference in Charlotte, N.C. Shirley was hand-selected by her broker-dealer, Cambridge Investment Research, Inc. (Cambridge), to attend the exclusive, three-day event featuring world class CAAP investments strategists and speakers who provided their perspective on the markets and industry trends.
“Each member of the Cambridge family of advisors is committed to bringing the latest asset management ideas and technology to their clients. It is our privilege to provided these opportunities for our advisors. We are very excited to be adding a principal preservation and retirement income system to our advisors’ tool kit.” said Jim Guy, First Executive Vice-president and Chief Marketing Officer at Cambridge, Cambridge’s Asset Allocation Platform conference featured a broad array of relevant educational sessions for advisors including: principal protection, lifetime income strategies, portfolio solutions, and socially responsible investing. Attendees were able to consult with CAAP investment strategists and industry strategists in addition to participating in active discussions with their peers. The CAAP conference is one example of Cambridge’s dedication to helping advisors learn and grow, providing opportunities for financial professionals to continually enhance their knowledge to better serve clients.