There is no Wealth without Health
Recorded June 14, 2023
Topics covered in this engaging discussion include calcium scores, nutrition, exercise, and more. The webinar is full of common sense advice to maintain a healthy heart.
The Florida Homeowner's Insurance Crisis
Recorded March 9, 2023
Pat Kilbane moderates this engaging panel discussion focusing on homeowner's insurance in Florida and what is being done to help the state's residents.
The ABCs of Medicare
Recorded October 13, 2022
Joe Tramazzo and Carrie King provide an introduction to the different Medicare plans and what you need to know before you enroll.
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.
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.
Dying Matters
Recorded on June 16, 2022
Glenn Ullmann, Founding Partner of Ullmann Wealth Partners, discusses the importance of end of life planning with Brent Headrick, Director of Ponte Vedra Valley Funeral Home.
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.
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.
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.
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.
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.
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.