2024 Accredited CLE Agenda

7:45 - 8:45 AM

Introduction

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• Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio

8:45 - 9:45 AM

Cybersecurity: As the Digital World Expands Massively, We Have to Secure It!

Anytime a new technology is deployed in the market in 2023…and we assume beyond…it must be secured. The risks in the present world are too great. Think about vehicles today. Many of them are getting closer and closer to supercomputers on wheels. If there were ways for nefarious actors to access automobile systems, this could do anything from create dangerous driving conditions to be extremely annoying for individual car owners. If people are using other systems that are health-related, it is important to secure that data and those functions. The key thing is that cybersecurity has to advance alongside anything else that is advancing in technology. In a sense, as we think about the universe of thematic funds, there are very few of them that do not intersect at all with cybersecurity. In a course like this, we have to balance the discussion between what cybersecurity is, what certain specific firms are doing, the fundamentals of growth and the market opportunity, as well as also putting the current performance into context.

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• Samuel Rines, Macro Strategist | Macro Strategist, Model Portfolios at WisdomTree View Bio

9:45 - 10:00 AM

Break

10:05 - 11:00 AM

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• Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio

11:00 - 12:00 PM

12:00 - 12:45 PM

Lunch

12:45 - 1:45

1:45 - 2:45 PM

2:45 - 3:00 PM

Break

3:00 - 4:00 PM

4:00 - 5:00 PM

5:00 - 5:30 PM

Wrap up, Documentation & Course Evaluation

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• Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio