08
Jun
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group, Phil Walker, Finance of America Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe View Video Download Flier [...]
08
Jun
VIRTUAL CHAPTER MEETING - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat with Two RIA Industry Security Experts
Speaker(s): Nate Baumsteiger, Principal, NS. Baumsteiger Consulting, Patrick Hennessey, Director of Technology Consulting, Charles Schwab and Co., Inc. Moderator: Adam Schneiberg, Shepherd Street Advisors Details/Register
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