Webinars and Videos 

View previously recorded webinars or videos on important topics.

Our Investment Process and Other Differentiators

Our Investment Process and Other Differentiators

Recorded September 1, 2022

In this conversational webinar, Brian James, Investment Director, and Carrie King, CCO and Director of Trading, answer client questions relating to our investment process and other wealth management topics. 

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Planning for Aging Family Members

Planning for Aging Family Members

Recorded on July 11, 2022.
Michelle Branham, Secretary of the Florida Department of Elder Affairs, reviews best practices to follow when planning for aging family members in Florida. 

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Dying Matters

Dying Matters


Recorded on June 16, 2022.

Glenn Ullmann, President of Ullmann Wealth Partners, discusses the importance of end of life planning with Brent Headrick, Director of Ponte Vedra Valley Funeral Home. 


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The Ins and Outs of Points and Miles Loyalty Programs

The Ins and Outs of Points and Miles Loyalty Programs

Recorded on February 24, 2022.

Nick Ewen, Senior Editor at "The Points Guy" talks with Caitlin Frederick about how to get the most out of your points and miles loyalty programs.

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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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