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Upcoming Events

Outperforming Covid Volatility: A 2020 Journey (Member Only)

  • January 21, 2021
    4:30 pm - 6:00 pm

Virtual Fireside Chat with Gemma Wright-Casparius, Principal, Senior Portfolio Manager, Fixed Income Group, Vanguard and Moderator Lucy Momjian, CFA, CAIA Senior Investment Consultant, Vanguard Institutional Advisory Services.               Hailed by Investment News as “Vanguard’s $50 billion woman (more…)


Higher Quality Communications – Package Your Plan and Personal Presence

  • February 25, 2021
    4:30 pm - 6:00 pm

Sally Stalcup, Founder and Principal Consultant, will provide best practices for new business presentations, consultant reviews, and client cross-sell opportunities. Partnering with Stalcup Consulting means working with a skilled, knowledgeable and insightful consultant with over 25 years of experience within the investment management industry. For speaker bio Click here. Additional event details  and Zoom link (more…)


Upcoming Events

  • Outperforming Covid Volatility: A 2020 Journey (Member Only)
    • January 21, 2021
      4:30 pm - 6:00 pm

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