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7.13.19 - Investment Management in 2019 (Live Seminar) 8 CPE / 7 CLE

7.13.19 - Investment Management in 2019 (Live Seminar) 8 CPE / 7 CLE

Your Price $174.99
In Stock.
Course Number:FININV19-S-2
  • When:Saturday, July 13th, 2019. 9:00 am to 5:00 pm EST
  • Location:Penn State Abington - 1600 Woodland Road, Abington, PA 19001
  • CPE Credits:8 Finance CPE
  • CLE Credits:7 Substantive CLE
  • Delivery Method:Group Live

In this course, our presenters will review the characteristics (i.e., risk, return, taxation, etc.) of a broad range of investible assets.  More specifically, we will discuss cash and cash equivalents, debt investments, equity investments, and alternative assets, as well as asset allocation strategies with these asset classes.  In our afternoon session, we will then examine the current market environment, including asset valuations and economic trends.

Learning Objectives:

  • Discuss the characteristics of commonly used investments
  • Review select current economic indicators and market indices 
  • Examine fundamental drivers of economic performance
  • Explore current topics in finance

When: Saturday, July 13th, 2019. 9:00 am to 5:00 pm EST
Where:Penn State Abington, Lares Building - 1600 Woodland Road, Abington, PA 19001
Speaker: William Kline, Ph.D., CFA and Thomas McDevitt, CFA, CFP, EA
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Tech Support: Bill Kline Email: [email protected] or Phone: 267-251-3805


The Presenters:

William Kline, Ph.D., CFA is an Assistant Professor of Management at Pennsylvania State University – Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He has received four awards for teaching excellence including the Beta Gamma Sigma Professor of the Year Award (PSU – Harrisburg), the Dean’s Award for Faculty Excellence and Stanley Fuchs Award (Fordham University), and the Award for Excellence in Teaching by a Doctoral Candidate (Temple University). Dr. Kline’s primary research interests include strategic decision-making and executive compensation. He has been published in 9 peer-reviewed journals including the Academy of Management Perspectives (AOMP), the Journal of International Management (JIM), the Journal of Strategy & Management (JSM), and the Journal of Management Policy and Practice (JMPP).

Tom McDevitt is the director of a start-up nonprofit, which provides financial training to low-income Pennsylvanians.  Prior to founding this nonprofit, he spent 25 years as a financial advisor with several of the largest firms on Wall Street. Mr. McDevitt earned an MBA in Finance from the Fox School of Business at Temple University. He is a Maxima Cum Laude graduate of LaSalle University where he earned a Bachelor of Science in Economics and Finance. Mr. McDevitt earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006. He is a member of the CFA Institute in Charlottesville, Virginia and The CFA Society of Philadelphia. He is a Certified Financial Planner practitioner and a member of the Financial Planning Association of the Philadelphia Tri-State Area. He is also an Enrolled Agent (EA) and represents taxpayers before the IRS.


McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/

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