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Upcoming Events

MIDWEST REGION: Michigan - Ann Arbor Monthly Meetup

Jun 5 - Dec 4, (ET)
MIDWEST REGION: Northeast Ohio Local Group - Monthly Meetups

Jun 24 - Oct 28, (ET)
SOUTH REGION: Hampton Roads Local Group Meet Up

Jul 7, 12:00 PM - 02:00 PM (ET)
NEMA REGION: NYC Metro Local Group - Listening, Living and Leading as a Fiduciary: A Conversation wi

Jul 8, 10:00 AM - 11:00 AM (ET)
GENESIS Beyond the Webinar: A Trump Accounts Conversation Circle

Jul 9, 12:00 PM - 01:00 PM (CT)

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Recent Shared Files Add

Resources to Keep Clients from Getting Scammed

7 days ago

Posted in: Open Forum
Resume for Internship

one month ago

Posted in: Houston Study Group
RE: Schwab IRA checkwriting for QCDs - client state ...

one month ago

Posted in: Open Forum
RE: Schwab IRA checkwriting for QCDs - client state ...

one month ago

Posted in: Open Forum

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Most Active Members

Andrew Altfest
Altfest Personal Wealth Management
New York, NY

1282 Points
Nic Reed
Capstone Financial Advisors Inc.

815 Points
Elizabeth Alf
Clerestory Advisors, Inc.

651 Points
Justin Rush
JGR Financial Solutions, LLC

481 Points

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