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Invesco 2018 Summit

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World War I Museum and Memorial

2 Memorial Drive

Kansas City, MO 64108

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Welcome to the 2nd Annual Invesco Summit meeting! In our continuous effort to bring you timely and unique information, we have replicated the agenda from our industry renown Due Diligence meetings and will be bringing it to you the January in Kansas City. We are pleased to announce that we have secured several top speakers:

Invesco Consulting's Lisa Keung: Lisa will begin and end our meeting with two programs aimed at making you a more successful financial advisor She will be presenting:

  • TEAM Dynamics: Personalities can undermine our sales efforts unless you know how to run a personality conflict into a personality connection. TEAM is designed to help FA"s understand their own - and others'- core personality types
  • Finatical Curiosity: Focuses on embracing the power of curiosity to capture more client assets. Believe that it's "who they are not just what the have" this program seeks to teach you how to learn as much about your clients as possible in the shortest period of time.

Invesco Diversified Dividend and Dividend Income Sr. CPM Joh Shelton and Invesco Equity & Income and Growth & Income Portfolio Manager Sergio Marcheli giving their thoughts on the stock market

Invesco Fixed Income Sr. PM Steve Thompson sharing teams thoughts on fixed income investing in 2018

We hope you can make it!

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Date and Time

Location

World War I Museum and Memorial

2 Memorial Drive

Kansas City, MO 64108

View Map

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