October 2020
These next three months, we invited partners to cover various topics both macro and micro in breadth that we believe will keep you informed in today's hyperactive climate.

For this month there will be six webinars that will cover diverse topics ranging from how to navigate the current markets to planning for your Social Security benefits.

Please join us on Wednesday afternoons and Thursday evenings for the webinar presentations.

Register online by either clicking through the photos or link provided.
When:
  • Wednesday 7th
  • Wednesday 14th
  • Thursday 15th
  • Wednesday 21st
  • Wednesday 28th
  • Thursday 29th
Who:
  • J.P. Morgan Asset Management
  • Goldman Sachs Asset Management
  • Nationwide
  • Cottonwood Residential
  • Jackson National Life Insurance Co.
  • Nationwide
Market Update and Investment Solutions for Today's Market
"Hedged equity"


Presented by Kevin Kreuzer

Stay Current in Fast Changing Markets & International Investment Opportunities
"GQG Partners International Opportunities Fund"


Presented by Brian Nash

Be Prepared for Health Care Costs


Presented by Doug Ewing

Alternative Income Solution in Low Rate Environment - Multi-family Real Estate Market Introduction
"Above average distribution in current low rate environment"


Presented by Jeremy Lyman

Creating Certainty From Uncertainty - A Lifetime Retirement Income Solution
"Lifetime guaranteed minimum withdrawal benefit"


Presented by Chad Cassidy
Social Security - The Choice of a Lifetime


Presented by Doug Ewing







Continue to stay healthy, practice social distancing, wash your hands often, and wear a mask when in public settings.
Phone: (408) 435-1668

For additional inquiries, please email us HERE.


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