October 13, 2020
Cash Flow in Retirement: Can a Retirement Income Plan Lead to a Happier Retirement?
Steven Sweeney Director, CFP, CLU, ChFC, RICP, Advanced Planning, Prudential Financial
If you have any questions about the presentation, please contact Mark Barausky or Jordan Marino
September 30, 2020
Repurposing Existing Annuities – CLICK HERE for a recording of the Webinar
Nicole Benz, Consultant, DPL Financial Partners
If you have any questions about the presentation, please email Nicole Benz
September 17, 2020
ESG at PIMCO
Olivia Albrecht, Head of ESG Product Strategy, PIMCO
If you have any questions about the presentation, please email Chris Quagliata
August 26, 2020
The Capital Markets: An Updated View from 40,000 feet – please email Bob Phipps or Sarah Frankenfeld for a copy of the presentation
Bob Phipps, Director and Lead Manager for Per Stirling’s SMA Growth Portfolio
Per Stirling Capital Outlook – August: CLICK HERE
August 13, 2020
Women & Wealth – Please contact Ashley Ilardo for questions about the presentation
Ashley Ilardo, Regional Director, Dimensional Fund Advisors
July 28, 2020
The Role Property and Casualty Plays in the Financial Planning Process – Please contact Kelly Conway or Melissa Fleming for questions about the presentation
Kelly Conway, CIC®, CRM®, and Melissa Fleming CFP®, Fleming & Conway Agency
July 16, 2020
An Introduction to Disability Income Insurance – Please contact Donny Beattie for questions about the presentation
Donny Beattie, CFP®, The Guardian Life Insurance Company of America
June 17, 2020
The Capital Markets: A View from 40,000 feet – please email Sarah Frankenfeld for a copy of the presentation
Bob Phipps, Director and lead manager for Per Stirling’s SMA Growth Portfolio
If you would like a recording of the Webinar or have any questions, please contact Bob Phipps
June 3, 2020
The State of Indexing – please contact Kevin Tiernan for questions about the presentation
Kaitlin Simpson, CFA®, Dimensional Fund Advisors
May 27, 2020
Advanced Buy-Sell Planning – please contact Chad Nulty for questions about the presentation
Matt Erpelding, Advanced Markets Team Lead, Ash Brokerage
May 19, 2020
Actionable Strategies for Maneuvering through Volatility – please contact Stephen Evangelista for questions about the presentation
Ross Frankenfield, CFA and Strategy Director and Andrew Prewitt, Managing Director, Harbor Capital Advisors
May 12, 2020
Looking Ahead- ETF Factor Strategies – please contact Scott Dawson for any questions about the presentation
Dan Waldron, First Trust Senior Vice President, ETF Strategist, First Trust Portfolios
April 14, 2020
Planning for Care in an Aging Society
Phil Seibel, Collaborative Planning Group
March 10, 2020
The Future of Consumption: Emerging Markets and the Digital Revolution
Kevin T. Carter, Founder and CIO of EMQQ
February 21, 2020
Positioning Your Firm Effectively for the War on Talent
Caleb Brown, MBA, CFP®, Co-Founder and CEO, New Planner Recruiting
