Tuesday Morning Advisor Coffee
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Loading view.
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…
Tuesday Morning Advisor Coffee
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly CE Webinar: End of Year Tax Planning
It’s almost the holiday season. While your clients are likely thinking turkey and holiday shopping, it’s time for you to start thinking about their tax…
Tuesday Morning Advisor Coffee: Improving the Client Experience
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…
Forecast 2022 Webinar
Wondering what the end of 2021 could mean for the beginning of 2022? Join us for our Forecast 2022 Webinar where Greg Opitz, Executive Business…
Monthly CE Webinar: Tax and Financial Planning Outlook for 2022
As a new year takes over, DC still seems to be stuck in 2021. However, with Build Back Better, and the SECURE Act 2.0 still…
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 is 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: Fine-Tuning 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: Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education
College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result,…
Tuesday Morning Advisor Coffee: Marketing and Promoting Your Business
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…