Past Events

Details/Register Register by December 1, 2020

Presenter: Eric Yuhasz Details/Register

Speaker(s): Dana Vollmer, 5X Olympic Gold Medalist, Sports and Wellness Programming Specialist, ELS Architecture and Urban Design, CEO, Dana Vollmer, LLC, Speaker Details/Register

Speaker(s): Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management [...]

Speaker/Strategic Partner: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC Details/Register

Speaker(s): Vic Esclamado, DeVoe & Company Details/Register

Speaker(s): John R. Jordan, CFA, Vice President, Business Development Executive, Northern Trust Asset Management/FlexShares ETFs Details/Register 

Speaker(s): Elaine Floyd, CFP®, Director of Retirement and Life Planning, Horsesmouth Details/Register

To be rescheduled in the near future...

Speaker(s): John Bacigalupi, Senior Vice President, Cantor Fitzgerald Capital, Steve Williams, President, Cantor Fitzgerald Capital Details/Register

Speaker(s): Julie Littlechild, Founder & CEO, Absolute Engagement Details/Register

Speaker(s): Samuel Adams, CEO and Co-Founder, Vert Asset Management Details/Register

Speaker(s): Marguerita (Rita) Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register

Speaker(s): Mary Beth Franklin, CFP® Strategic Partner: Mutual of Omaha Mortgage Details/Register Download flier here

Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC Details/Register