April 27, 2021
Post-Factor Investing
Eduardo Repetto, Ph.D., Chief Investment Officer, Avantis Investors
If you have any questions about the presentation, please contact Adam Sheve at adam_scheve@avantisinvestors.com or 512-203-5484.
April 13, 2021
Where is Risk Now? - CLICK HERE for a copy of the Presentation
Dee Smith, CEO, Strategic Insight Group
If you have any questions about the presentation, please contact Susan Guthrie at sguthrie@sigintelligence.com or by phone at 210-885-8992.
March 23, 2021
Fixed Income Outlook: Post-COVID 19 Opportunities and Risks to Watch For - CLICK HERE for a copy of the Presentation
Joyce Huang, CFA, Senior Client Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila, Regional Wealth Management Consultant, American Century Investments, at Mario_Davila@americancentury.com
March 9, 2021
Ten Ways to Protect Your Client's Digital Assets
Betsy Ehrenberg, Founder & CEO, PmD
Handout: Protect Your Client's Digital Assets; Presentation: Ten Ways to Protect Your Client's Digital Assets
If you have any questions about the presentation, please contact Betsy at betsy@legacy-concierge.com
February 24, 2021
The Capital Markets: A View from 40,000 feet
Robert Phipps, Director, Per Stirling
If you have any questions about the presentation, please contact Robert Phipps at rphipps@perstirling.com
February 9, 2021
Navigating Medicare 101
Michelle Feibus, Independent Sales Agent. United Healthcare (Medicare only)
If you have any questions about the presentation, please contact Michelle Feibus at yourmedicareoptions@gmail.com or 512-585-1122
January 27, 2021
Just Ask: How to Engage Your Clients' in an LTC Planning Conversation
Chad Eyrich, CLTC, LTCP - VP, Long-Term Care & Linked Benefit Sales, Ash Brokerage
If you have any questions about the presentation, please contact Chad Nulty at Chad.Nulty@thepalladiumgrp.com
January 12, 2021
The 10 Marketing Tools You Never Knew You've Always Needed
Sheryl Hickerson, CEO, Females and Finance
CLICK HERE for a copy of the Tools Checklist
If you have any questions about the presentation, please contact Sheryl Hickerson at SHERYL@femalesandfinance.com or 636-233-4200
December 9, 2020
Compliance for RIAs in 2020 and Beyond
Cathy Vasilev, COO/Sr Vice President, Red Oak Compliance
If you have any questions about the presentation or would like a copy, please contact Cathy Valisev at cvasilev@redoakcompliance.com.
December 1, 2020
Feedback Marketing: A Comfortable Approach to Earning Referrals - CLICK HERE for a copy of the Presentation
Dan Allison, Partner & Chief Growth Officer, Model FA
November 18, 2020
Leader-2-Leader: How to Grow Human Capital Faster by Leading Internally
Angie Herbers, Chief Executive, Herbers & Company
If you would like a copy of the presentation, email Angie Herbers at service@herbersco.com.
November 5, 2020
Texas Real Estate Alternative Investments
If you have any questions about the presentation, please contact Jeremy Jungbauer
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
