2025 New Frontier Client Event

 

Turning Uncertainty into Opportunity

Thank you for attending our client event: Turning Uncertainty into Opportunity. Your Insights, participation and feedback have truly made this a successful event.

Below you can find all resources from the event.

Conference Resources

Workshop

My Path to Independence:  Lessons from the Journey

Workshop

Optimizing Your Business for Generational Transformation 

Workshop

Understanding the ETF Ecosystem

Breakout

Michaud Optimization™: See How New Frontier Builds and Optimizes Portfolios

Session

The Secret to Capturing Money in Motion: Start with Life in Motion

Breakout

Optimizing Client Portfolios Across Life Stages with New Frontier Investment Strategies

Breakout

Intelligent Rebalancing™ : How New Frontier Monitors and Rebalances Portfolios

Upcoming Events

Quarterly Webinar

Register for Q2 2025 Market Perspectives

Complementary Webinar

The Why, The What, and The How of Advanced Training in Life Transition Planning

Connect With Us

Mac Nicholson
Regional Consultant

​​​​(617) 849-8889
mnicholson@newfrontieradvisors.com
Meet with Mac

Jeff Megar
VP of Client Portfolio Solutions and Business Development

(​​​​​​617)-939-4526
jmegar@newfrontieradvisors.com
Meet with Jeff

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