Seminar Presentations

October 26th, 2017 - "2018 Economic Outlook"

Jim Underhill, CFP

&

Mike Carmichael, RFC

March 7th, 2017 - "State of the Markets Address"

Jim Underhill, CFP

&

Mike Carmichael, RFC

 

November 1, 2016 - "Increasing Vitality as we Age"

Jim Underhill, CFP

&

Mike Carmichael, RFC

 

 

November 9, 2015 - "Maximizing Your Social Security"

Jim Underhill, CFP

&

Mike Carmichael, RFC



October 7, 2015  -  "Alternative Investments Forum: REIT & BDC 2016 Update"
 

Matt Cardall

Cole Real Estate, Senior Vice President
        &
Dan Watnee

Franklin Square Capital Partners, LLC, Regional VIce President

 


 

August 13, 2015  -  "Winning in the Second Half"

Morgen Hartford
Alzheimer's Association, Southwest Chapter

Jeffrey Staudt
Genworth Financial, Regional Vice President – LTC