Steven Rogé to Present at NAPFA Fall 2024 National Conference

We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference!

The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant city of Nashville, TN. The conference will showcase a lineup of exceptional speakers, educational sessions, and invaluable networking opportunities. As always, the event is designed to elevate the knowledge and skill set of fee-only financial advisors, enabling them to serve their clients with the highest level of expertise and care.

This premier gathering offers a unique opportunity for professionals to engage with cutting-edge ideas, explore advanced educational content, and connect with industry leaders committed to serving clients with integrity and professionalism.

Steven’s presentation, titled “Why Managed Futures May No Longer Be a Four-Letter Word,” will delve into the evolution of managed futures as an alternative investment strategy. He will explore the history and different types of managed futures strategies and highlight their valuable role in enhancing portfolio diversification.

Attendees can expect to:

  • Gain a deeper understanding of managed futures and their role in alternative investments.
  • Explore strategies such as trend-following and market-neutral approaches.
  • Analyze real-world examples of how managed futures can reduce risk and boost returns during periods of market stress.

Steven’s insights will empower fellow financial advisors to leverage managed futures more effectively as part of a comprehensive investment strategy, particularly in today’s complex and volatile markets.

This is an exciting opportunity to see Steven’s expertise on the national stage as he continues to lead our firm with the same commitment to excellence that has defined us since day one. We are proud to share this achievement with our family of clients and our community!

We encourage our peers and partners in the financial advisory community to attend this outstanding event. To learn more about the NAPFA Fall 2024 National Conference and to secure your spot, visit the official NAPFA Web site for full details and registration information.


R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. Discover more about our approach and how we can help you reach your financial goals by scheduling a complimentary discovery call with one of our CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals.

 

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