Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
Join Managing Partner of Wealth Solutions, Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® along with Marguerita Cheng CFP® CEO Blue Ocean Global Wealth…
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Tuesday Morning Advisor Coffee: Goal Setting and Strategic Planning
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Tuesday Morning Advisor Coffee: Improving Client Experience Through Communication
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Lunch with Ron in Kansas City
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Happy Hour with Ron in Dallas
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Lunch with Ron in Houston
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Forecast 2023 Webinar
Wondering what the end of 2022 could mean for the beginning of 2023? Join us for our Forecast 2023 Webinar where Greg Opitz, Executive Business…
SECURE 2.0 Act: What Financial Advisors Need to Understand
The SECURE 2.0 Act does much more to live up to its name – Setting Every Community Up for Retirement Enhancement – than its predecessor…
Tuesday Morning Advisor Coffee: Balance, Fulfillment, and Harmony
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar: Tax Planning As a Year Round Sport
Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start.…
Tuesday Morning Advisor Coffee: Finetuning Operations and Processes
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar: College M.A.G.I.C. – a Proven Formula for Buying College Better
M.A.G.I.C. is an acronym that stands for Money, Academics, Genius, Ingenuity and Confidence. Join Beth Walker, Wealth Advisor with Carson Wealth and Cathy Copeland-Titus, Independent…