October 1, 2021
Topic: Leveraging a Virtual Paraplanner Within a Firm
Speakers: Jen Pritchard, CFP®: COO, Simply Paraplanner
If you have any questions about the presentation or would like a copy of the recording of the presentation, please contact Jen Pritchard at jen@simplyparaplanner.com
September 21, 2021
Webinar Topic: Stability in a Volatile Market - CLICK HERE for a copy of the presentation
Speaker: Vincent Balagia, Stallion Capital Management
If you have any questions about the presentation or would like a copy of the recording of the presentation, please contact Jeremy Jungbauer at jeremy@stallioncap.com
August 18, 2021
Webinar: 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
August 10, 2021
Expect A Bumpy but Continuing Recovery
Bryce Gill, Economist, First Trust Portfolios
If you have any questions about the presentation, please contact Scott Dawson at SDawson@ftadvisors.com
July 27, 2021
Webinar: SEC Advertising and Solicitation Rules
Cathy Vasilev, Red Oak Compliance Solutions
If you have any questions about the presentation, please contact Cathy Vasilev at cvasilev@redoakcompliance.com
July 13, 2021
Webinar: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today
Mark Doremus, Hines
If you have any questions or would like a copy of the presentation, please contact Mark Doremus at Mark.Doremus@hines.com or Laura Walker at Laura.Walker@hines.com
June 22, 2021
Webinar: Activating International Equities - Please check back for a copy of the Presentation
Sonya Morris, Managing Director, Harbor Capital Advisors
If you have any questions about the presentation, please contact Stephen Evangelista at Stephen.Evangelista@harborfunds.com
June 8, 2021
Supporting Your Client Through a Divorce CLICK HERE for a copy of the Presentation
Carlos Salinas, Family Lawyer, Thompson Salinas Londergan LLP
May 25, 2021
Webinar: 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
May 20, 2021
Webinar: Client Experience Panel
Kevin London, Executive Director, Program Management, Frog Design, kevin.london@frogdesign.com
Holly Wissmann, Director of Philanthropy, Breakthrough Central Texas, holly@breakthroughctx.org
Paulina and Julian Hernandez, Owners, La Ola Pop Shop, holly@breakthroughctx.org
If you have any questions about the presentation, please feel free to contact the speakers at the above email addresses.
May 12, 2021
Webinar: FAFSA Changes that WILL Impact Your Clients! CLICK HERE for a copy of the Presentation
Cozy Wittman, College Inside Track
If you have any questions about the presentation, please contact Cozy Wittman at cwittman@collegeinsidetrack.com or 612-850-5729.
If you are interested in an hour’s worth of free customized advice, complete this form - https://forms.gle/Ydaubp1HWtvhu6sU7.
April 27, 2021
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: Texas Real Estate Alternative Investments
If you have any questions about the presentation, please contact Jeremy Jungbauer
October 13, 2020
Webinar: 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
Webinar: 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
