One week prior to our meetings, the presentations and handouts will be available here.
2024:
March 15th Quarterly Meeting
Carly Rosswurm, Ash Brokerage
Get to Know Medicare - Medicate and Retirement Planning
Cam Murphy, Booz | Allen | Hamilton
Cybersecurity Considerations for the Financial Industry
Jordan Jackson, JP Morgan Asset Management
Investing through the Noise
Eric Ludwig, The American College of Financial Services
AI in Action: Chat GPT for Financial Planning