Webinars and Videos 

View previously recorded webinars or videos on important topics.

Portfolios and Inflation: How Your Plan is Prepared

Portfolios and Inflation: How Your Plan is Prepared

Recorded on June 2, 2021.

Apollo Lupescu, VP of Dimensional Fund Advisors, discusses how your wealth management plan is prepared for a higher inflationary environment. 

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Identity Theft 101 - Protecting Yourself Online

Identity Theft 101 - Protecting Yourself Online

Recorded on March 31, 2021. 

Billy Steeghs, Co-Founder of OnDefend, discusses best practices for keeping your online information safe. 

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Charitable Giving and Your Wealth Management Plan

Charitable Giving and Your Wealth Management Plan

Recorded on November 12, 2020.

Glenn Ullmann moderates a discussion with leaders in the nonprofit space as well as an expert from Fidelity.

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The Upcoming Elections and Your Wealth Management Plan

The Upcoming Elections and Your Wealth Management Plan

Recorded on September 23, 2020.

Pat Kilbane moderates a panel discussion with Rick Mullaney, Director of the Public Policy Institute at Jacksonville University, and Glenn Ullmann, on the impact the upcoming elections may have on your wealth management plan.

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Wealth Management During Market Turmoil

Wealth Management During Market Turmoil

 Recorded on June 20, 2020. 

Pat Kilbane moderates a panel discussion with Glenn Ullmann, Carrie King, and Brian James, focusing on recent volatility in the markets. 

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<p>4 Elements of an Estate Strategy</p>

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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