Events

Master the 351 ETF Exchange: Your Gateway to Tax-Deferred Diversification

Wednesday Oct. 29th at 1pm

Learn about the 351 ETF Exchange, enabling investors to tax-efficiently transform appreciated assets into diversified ETFs. Equip your practice with this practical tool for proactive, sophisticated portfolio management.

Q3 25 Advisor Broadcast Webinar

Wednesday July 30th, 12pm

Imagine helping your clients thrive, not just survive, market volatility. How?

Join Phillip Toews and Eben Burr for a high-impact online session on navigating market shifts Wednesday, July 30 at 12:00 PM EDT. We’re cutting straight to the chase with:

• Toews prepares to launch a strategy to hedge the Q’s. A brief introduction
• Using today’s optimism as an opportunity to fortify portfolios
• Indexing creating a correlation that may amplify the next bear market
• The 351 Exchange – A tax deferred way to exit concentrated positions and hedge

Don’t miss this “must-attend” webcast for advisors who are guiding investors through turbulent markets.

Urgent Advisor Town Hall Meeting

Urgent Advisor Town Hall Meeting Fri April 11, 2025



Advisors, are your clients in buffer ETFs? They could be sitting ducks. Many 10% buffers have already breached their downside threshold, meaning unlimited downside from here. And as those buffers roll? Assuming losses become extreme, the monthly buffers will initiate a new cap, limiting gains on a rebound—the worst possible scenario for buffer ETF investors.

Join our rapid-fire Advisor Town Hall Meeting + Q & A
Friday, April 11th at 12 PM EDT

• • Discuss hedged equity strategy and a recession-busting Portfolio Playbook
  • What’s REALLY happening to buffers now
  • Potentially dangerous implications for your portfolios
  • Steps buffer ETF holders need to consider
  • What to look for in hedged equity ETFs
  • Behavioral traps that you and your clients are vulnerable to

The Behavioral Portfolio

New date TBA

Imagine helping your clients thrive, not just survive, market volatility. How?

Join Phillip Toews, CEO of Toews Asset Management and author of “The Behavioral Portfolio,” and Eben Burr, President, as they unveil a revolutionary approach to portfolio design and client education.

Learn to proactively equip your clients for future challenges and ease worries over market volatility.

This session will tackle two critical advisor challenges:

• Building portfolios that aim to withstand market swings
• Helping clients overcome emotional investment biases

Discover how to:

• • Move beyond traditional stock-and-bond strategies.
  • Utilize historical insights and innovative tactics to prepare for all types of market scenarios.
  • Foster a mindset of informed decision-making in your clients.
  • Empower clients to navigate volatility with confidence and peace of mind.
  • Strengthen your practice by implementing these resilient strategies

Q1 25 Quarterly Advisor Broadcast

Tuesday, January 28th, 2025, 12:00pm– 1pm EST

-Are Conventional Bonds like the houses crashing into the sea in the Outer Banks of North Carolina? Felipe and Eben break down the opportunities and Challenges.

-Critical information about stock valuations and probabilities

-A summary presentation of Felipe’s new book, The Behavioral Portfolio.

Q2 Advisor Broadcast

Wed July 31st, 2024 Webcast 12pm EST

Phil Toews, CEO and Eben Burr, President will discuss major themes and concerns impacting today’s investors: 
 
▪ If either candidate wins, it could be bad for stocks (we will explain) 
• It’s not 2016 anymore. High debt and high inflation change the game for policymakers 
• The “Diversification Bear Market” continues for advisors 
• Gaming out strategies to potentially win despite the odds

National Investment Risk Day

January 19th, 12pm EST

We’ll have real talk about the BIG investing blunders of 2023, practical tips, and maybe even a sprinkle ⭒°｡⋆ of fun. Because let’s face it, with these amazing guest panelists—and more TBA, even risk management can be kinda cool.

▪ Gina Martin Adams, Chief Equity Strategist of Bloomberg Intelligence
▪ Dr. Daniel Crosby, psychologist and behavioral finance expert, and more TBA!

Fixed Income Yields are Back

30 min Webinar Wed Dec 13, 1:00pm EST

Fixed-income investing is entering an exciting new era, and investors should take notice.

Hear Phil Toews and Eben Burr’s outlook for the market and how you can engineer portfolios to boost potential yield and stay resilient over time in the new investing regime of peaking inflation, the potential to have high interest rates for longer, and constant volatility.

Hedged Equity – Next-Gen Diversification

CFP CE Credit Webinar, Hedged Equity – Next-Gen Diversification
Online Tue Sept 26 1:00pm EDT

Phillip Toews, CEO, Portfolio Manager leads advisors through building portfolios that are more resilient and offers a tutorial on a more agile approach to risk management compared to buffer funds.

Advisors will step into the engaging world of options hedged US equity strategy and the mechanics of selecting a risk managed sleeve of diversified investments aimed at potentially generating prospective returns tailored to various market cycles. Gain a fresh perspective on the pros and cons of evaluating hedged equity strategies and options available in the marketplace.

You’ll learn about:

1. Hidden Risk in a Portfolio which Leads to Imbalance
2. Why Build Portfolios for Worst Case and Best-Case Scenarios?
3. Pros and Cons of Evaluating Hedged Equity Strategies
4. Income Generating Option Writing and Dynamically Managed Options Overlay
5. Rethinking Buffer Funds in a Portfolio
6. S&P 500 Index Exposure

Scottsdale Luncheon RSVP

Join Phil Toews for a casual CE lunch experience to discuss how our massive national debt could potentially play out for investors. Debt is at record levels globally and it has helped fuel GDP AND stock growth for decades.

Walk Away Knowing:

• How to differentiate your practice while bringing more comfort and confidence to your clients
• Ease into client conversations about the economy in a way that’s easy to understand
• How today’s circumstances profoundly change portfolio construction, framing, and execution

Tuesday, June 13, 2023 from 12-2pm
Coopers Hawk Winery & Restaurant
7361 E Frank Lloyd Wright Blvd
Scottsdale, AZ 85260

Questions? email Dan Kullman, Director of Investment Consulting and Research

Seating is limited!