2025 Presentations
August 21, 2025 - 5th Annual Super CE Day
Topic: Diversification and Why Alternative Investments Matter More in 2025 CLICK HERE
Speaker: Blake Lugash I Realty Capital Partners
Topic: Super Sized: Considerations for Small Caps in an Equity Allocation (will send out slides post-event)
Speaker: Matthew Dubin - Avantis Investors
Topic: Mastering the Art of Communicating Your Value Proposition CLICK HERE
Speaker: Dustin Gersch, CFP®, AAMS®, CRPC® I Avantax
Topic: Practical Due Diligence for Active Mutual Funds (No handout)
Speaker: Emily Frazier/Brian Humphrey I Spectrum Financial, Inc.
Topic: ETF Liquidity and Trading CLICK HERE
Speaker: Ryan Claybourn I Texas Capital
Topic: Convert Compliance Obligations into Growth Opportunities with AI CLICK HERE
Speaker: Era Jain I Zeplyn AI
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Topic: MLG Legacy Fund: Achieving Passivity Through 721 Contributions in Private Real Estate CLICK HERE
Speaker: Billy Fox, CPA & Nathan Clayberg I MLG Capital
June 24, 2025
Topic: Adapt, Change or Disappear: New Tools & a New Mindset for a Changing Marketplace CLICK HERE
Speaker: David R. York, Attorney & CPA I York Howell
April 22, 2025
Topic: Navigating Senior Living: Understanding the Options CLICK HERE
Speakers: Kristy Kennedy & Ginger Noce I Silver Bridges Consulting
2024 Presentations
November 12, 2024
Topic: The Case for Digital Assets in an Advisory Practice CLICK HERE
Speaker: Matthew Kolesky, CDAA I Arbor Digital
Topic: Hedging in an ETF Wrapper (not available)
Speaker: Tim Daniel, MBA I First Trust Portfolios
October 8, 2024
Topic: Update on Personal Insurance Market Trends CLICK HERE
Speaker: Cliff Layfield, CIC, ARM - USI
Topic: Understanding Client Money Behaviors CLICK HERE
Speaker: Emily Milsap, CFP®, CExP(tm) - Avantax
August 20, 2024 - 4th Annual Super CE Day
Topic: Diversifying Beyond Mega-Cap Tech CLICK HERE
Speaker: Salvatore Ruscitti - MRB Partners
Topic: The Current State of the Fixed Income Market CLICK HERE
Speaker: Hozif Arif - Avantis Investors
Topic: The Fundamentals of Private Real Estate Investments CLICK HERE
Speaker: Blake Lugash - Realty Capital Partners
Topic: The Value in Real Estate Note Investing CLICK HERE
Speaker: Mike Hanna - Investmark Mortgage
Topic: Active vs Passive Management: The Strategic Pursuit of Investment Excellence CLICK HERE
Speaker: Jennifer Hutchins, CFA - Avantax
June 18, 2024
Topic: A Texas Newcomer: The Non-Charitable Purpose Trust CLICK HERE
Speaker: Selby Rains I Lisa Newman Law, PLLC
Topic: ETF Total Cost of Ownership CLICK HERE
Speaker: Ryan Claybourn I Texas Capital
May 23, 2024
Topic: Where Can Indexes and Factors Fall Short? CLICK HERE
Speaker: Ted Randall I Avantis Investors
Topic: The Fundamentals of Private Real Investments CLICK HERE
Speaker: Richard Myers I Realty Capital Partners
April 9, 2024
Topic: Insurance Insiders: What Most Insurance Agents Don't Want You to Know CLICK HERE
Speakers: Ben Rainey & Tom O'Brien, ChFC I WealthPoint
Topic: The Value of Real Estate Note Investing CLICK HERE
Speaker: Mike Hanna, CPL I Investmark Mortgage / REI Capital Fund I