| January-19 |
Dale Phillips |
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Core Group US |
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Estate planning |
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| February-19 |
Alan Shaw |
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Bluerock |
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Blue Rock Total Income + |
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| March-19 |
Dave Northrup |
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First Trust |
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Reasons to be Bullish |
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| April-19 |
Eric Holmes |
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Jackson National Life |
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Retirement Income Bootcamp |
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| May-19 |
Mike Morris |
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Franklin Templeton Distributors |
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Six Barriers to Investment Success |
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| June-19 |
Lance O'Neal |
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Sammons Retirement Solutions |
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Planning for Retirement Health Care Costs |
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| July-19 |
Mark Doremus |
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Hines Securities, Inc. |
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Hines Global Income Trust |
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| August-19 |
Dale Phillips |
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The C.O.R.E. Group |
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Understanding Long Term Care |
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| September-19 |
Brian Perkes |
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Advisors Asset Management |
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The Power of e-Commerce |
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| October-19 |
Chuck Hutchinson |
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Fidelity Institutional Asset Management |
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Investment Themes |
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| December-19 |
Alan Shaw |
|
Bluerock |
|
Blue Rock Total Income + |
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| January-20 |
Rebecca Pearson |
|
Dunham Funds |
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Things to Think About Before a Bear Market |
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| February-20 |
Eric Holmes |
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Jackson National Life |
|
Going Down the Mountain |
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| April-20 |
Mike Morris |
|
Franklin Templeton Distributors |
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The Home Stretch |
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| May-20 |
Brad Duffy |
|
Black Creek Group |
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Black Creek Industrial REIT IV |
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| June-20 |
Mark Doremus |
|
Hines Securities, Inc. |
|
Hines Global Income Trust |
| |
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| July-20 |
Brian Perkes |
|
Adivors Asset Management |
|
The Power of e-Commerce |
| |
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| August-20 |
Steve Alley /Tom Van Vuren |
|
Alley Company, LLC |
|
Alley Company |
| |
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| September-20 |
Rebecca Pearson |
|
Dunham Funds |
|
COVID-19 Self Care: Improving the 5 Domains of Well Being |
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| October-20 |
David Northrup |
|
First Trust |
|
The Road to Recovery |
| |
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| February-21 |
Brad Duffy |
|
Black Creek Group |
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Black Creek Industrial REIT IV |
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| March-21 |
Rebecca Pearson |
|
Dunham Funds |
|
IRA Trust Trilogy, Planning for the Ones You Love, What you must know when leaving IRAs to children |
| |
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| April-21 |
Mark Doremus |
|
Hines Securities, Inc. |
|
Hines Global Income Trust |
| |
|
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| May-21 |
Brian Perkes |
|
Advisors Asset Management |
|
Disrupting the Chain |
| |
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| July-21 |
Tom Van Vuren |
|
Alley Company LLC |
|
Alley Comopany Dividend Portfolio Update |
| |
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| August-21 |
Eric Holmes |
|
Jackson National Life |
|
Retire on Purpose |
| |
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| October-21 |
Brian Perkes |
|
Advisors Asset Management |
|
Disrupting the Chain |
| |
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|
|
|
| December-21 |
Mark Doremus |
|
Hines Securities, Inc. |
|
Hines Global REIT |
| |
|
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| January-22 |
Roger Cantu |
|
One America |
|
Great Retirement Income Gap |
| |
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| March-22 |
Brad Duffy |
|
Black Creek Group |
|
Distribution Warehouses: Investing in the Power of e-Commerce & Logistics |
| |
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| May-22 |
Eric Holmes |
|
Jackson National Life |
|
Play on Purpose: Putting the Power of Play to Work in Retirement |
| |
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| June-22 |
Brad Duffy |
|
Black Creek Group |
|
ARES Industrial Real Estate Income Trust |
| |
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| August-22 |
Zach Holley |
|
Inland Securities Corporation |
|
Inland MH Ventures Fund II |
| |
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| November-22 |
Eric Holmes |
|
Jackson National Life |
|
Retirement Income Bootcamp - Going Down the Mountain! |
| |
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|
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| December-22 |
Jay Kaplan |
|
Equitable |
|
Share Your Love: Estate Planning |
| |
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| January-23 |
Rebecca Pearson |
|
Dunham Funds |
|
Maximize Social Security: Minimize Taxes |
| |
|
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|
|
| February-23 |
Brent Musser |
|
Allianz Life |
|
2023 Market Update |
| |
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|
|
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| March-23 |
Steve Alley |
|
Alley Company |
|
Alley Company Portfolio and Market Update |
| |
|
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|
|
|
| April-23 |
Chafen DeLao |
|
ARES Wealth Management Solutions |
|
ARES Industrial REIT |
| |
|
|
|
|
|
| May-23 |
Jesse Cotter |
|
Blackstone Private Wealth |
|
Blackstone Real Estate Income Trust |
| |
|
|
|
|
|
| Jun-23 |
Jay Kaplan |
|
Equitable |
|
Current Market Update and Investing with Structured Capital Strategies |
| |
|
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|
|
|
| 23-Jul |
Sarah Kuebler |
|
Athene |
|
Discover Your More! |
| |
|
|
|
|
|
| 23-Aug |
Kevin Leonard |
|
CAIS |
|
CAIS - Alternative Investment Platform |
| |
|
|
|
|
|
| Sep-23 |
Blake Cecil |
|
Churchill Management Group |
|
Market Update by Churchill Management |
| |
|
|
|
|
|
| Nov-23 |
Mark Doremus |
|
Hines Securities |
|
Hines Securities |
| |
|
|
|
|
|
| Dec-23 |
Connor Ward |
|
AMG Pantheon |
|
US Private Wealth |
