Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships. Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model  Phase 3 (CRM3) with clients.” Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding. In this session, Invesco will explore:  - What to say about CRM3 and how to explain it in a way clients understand.  - How trust differs across generations, including Boomers, Gen X and Millennials.  - How to clearly communicate and reinforce your value to clients. Why attend? - Learn practical ways to build trust and confidence when discussing CRM3 with clients. - Support client conversations with greater transparency and clarity. - Gain access to a research‑based script to open discussions about Total Cost Reporting. Hosted by Joseph Trozzo, Vice President, National Investment Sales at Equitable, with featured presentation by Rob Kochel, Director, Invesco Global Consulting at Invesco. Don’t miss this opportunity. Register today to secure your spot! Date: Thursday, May 21, 2026 Time: 2 p.m. ET / 11 a.m. PT Duration: 1 hour This webcast is available in English only.