Past Events

Panel: Greg Friedman, Co-Founder and CEO, Private Ocean Eric Swensen, Principal, Vista Wealth Management Tom Tracy, Chief Client Officer and a Member of the Executive [...]

Strategic Partner - EMQQ  Details/Register 1.0 Hour CFP CE Credit

Details/Register 

Speaker(s): Shawn Tydlaska, CFP®, MBA Details/Register 

Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc. Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register   

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