SEMINARS AND WEBINARS

Audio Series: Two Sides of the Same Dollar
Segment 3 June 2023: Manager Spotlight - Potomac Fund Management
A discussion with Potomac Fund Management about their tactical allocation strategies we utilize for our clients.

Client Appreciation Dinner 2023
April 2023: Hear from two money managers used in our client portfolios: Kensington Asset Management and Potomac Fund Management.

Audio Series: Two Sides of the Same Dollar
Segment 2 May 2022: Non-Traditional Investment Strategies
A discussion about Cryptocurrencies, NFTs, Meme Stocks, ESG Stocks, and Big Data's impact on investing.

Audio Series: Two Sides of the Same Dollar
Segment 1 April 2022: Major Life Changes
A discussion about major life changes like getting married, divorced, or losing a spouse.