Broker Check

Seminar List

January-12Rebecca PearsonDunham FundsMaximize Social Security: Minimize Taxes
January-26Roger CantuOne AmericaGreat Retirement Income Gap
March-09Brad DuffyBlack Creek Capital Markets, LLCDistribution Warehouses: Investing in the Power of e-Commerce & Logistics
May-18Eric HolmesJackson National Life InsurancePlay on Purpose: Putting the Power of Play to Work in Retirement
June-08Brad DuffyBlack Creek Capital Markets, LLCARES Industrial Real Estate Income Trust
August-26Zach HolleyInland Securities CorporationInland MH Ventures Fund II
November-16Eric HolmesJackson National Life InsuranceRetirement Income Bootcamp - Going Down the Mountain!
December-14Jay KaplanEquitableShare Your Love: Estate Planning
February-24Brad DuffyBlack Creek Capital Markets, LLCBlack Creek Industrial REIT IV
March-30Rebecca PearsonDunham FundsIRA Trust Trilogy Planning for the Ones You Love. What you must know when leaving IRAs to Children
April-20Mark DoremusHines Securities, Inc.Hines Global Income Trust
May-25Brian PerkesAdivors Asset ManagementDisrupting the Chain
July-20Tom Van VurenAlley Company, LLCAlley Company Dividend Portfolio Update
August-24Eric HolmesJackson National Life InsuranceRetire on Purpose
October-21Brian PerkesAdvisors Asset ManagementDisrupting the Chain
December-02Mark DoremusHines Securities, Inc.Hines Global REIT
January-16Rebecca PearsonDunhamThings To Think About Before A Bear Market
February-18Eric HolmesJackson National Life InsuranceGoing Down the Numbers Beyond Financial Planning, Creating the Life You Want
March-17Mark DoremusHines Securities, Inc.EVENT CANCELLED - COVID 19
April-21Mike MorrisFranklin Templeton DistributorsThe Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
May-19Brad DuffyBlack Creek Capital Markets, LLCBlack Creek Industrial REIT IV
June-23Mark DoremusHines Securities, Inc.Hines Global Income Trust
July-21Brian PerkesAdivors Asset ManagementThe Power of e-Commerce
August-18Tom Van VurenAlley Company, LLCAlley Company, LLC
September-22Rebecca PearsonDunhamCOVID-19 Self Care: Improving the 5 Domains of Well Being
October-20Dave NorthrupFirst TrustThe Road to Recovery
January-31Dale PhillipsCore Group USAEstate planning
February-28Alan ShawBluerockBlue Rock Total Income +
March-20Dave NorthrupFirst TrustReasons to be Bullish
April-24Eric HolmesJackson National LifeRetirement Income Bootcamp
May-29Mike MorrisFranklin Templeton DistributorsSix Barriers to Investment Success
June-18Lance O'NealSammons Retirement SolutionsPlanning for Retirement Health Care Costs
July-31Mark DoremusHines Securities, Inc.Hines Global Income Trust
August-21Dale PhillipsThe C.O.R.E. Group USAUnderstanding Long Term Care
September-24Brian PerkesAdvisors Asset ManagementThe Power of e-Commerce
October-30Chuck HutchinsonFidelity Institutional Asset ManagementInvestment Themes
December-17Alan ShawBluerockBlue Rock Total Income +

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