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