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Framework: Consistency, Process and Coaching Champions with Bob Bowman
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the U.S.…
Framework: Writing, Retirement Planning and Innovating with Wade Pfau
Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan. Wade is also the…
Framework: Impact Investing, Advocacy and Doing Better with Sonya Dreizler
Sonya Dreizler is a speaker, financial advisor, advocate, consultant and a true leader in our profession. Though her father who was one of the pioneers of socially responsible investing, Sonya…
Framework: Inclusion, Wealth Management and Work Ethic with Tyrone Ross Jr.
Tyrone Ross Jr. is a natural competitor. His work ethic and drive helped him move up the ladder on Wall Street from a life that started in poverty. As a…
IRA Planning After the SECURE Act
Are you and your clients ready to rethink retirement planning? March 26 | 1 p.m. – 5 p.m. | Chicago | 4 CE Credits…