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Upcoming LIVE Webcasts

Finlocity is proud to introduce it's next generation Webcast Series 

LIVE May 30th, 2019    11AM EST

Understanding the High Net-Worth Investor

Guest Speaker

April Rudin

Founder & CEO

The Rudin Group

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LIVE  June 11th, 2019  11AM EST

CFP New Code of Ethics & Standards of Conduct

Guest Speaker

Marguerita Cheng CFP®,RICP®

Founder & CEO

Blue Ocean Global Wealth

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LIVE  June 18th, 2019  1PM EST    

Integration: The key to  a full-service approach

Guest Speaker

Jeff Phillips, CFA® CPA

Principal, Managing Director

Rehmann Financial

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LIVE  June 19th, 2019  11AM EST  

Data-Driven Internet Marketing Strategies that Bring Results for Advisors

Guest Speaker

Josh Engalla


Regex SEO

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Starting and Maintaining a Client Advisory Board

Guest Speaker

Richard Busillo

Chairman & CEO

RTD Financial Advisors

Alternative Mutual Funds-
​Complexity of a Vanilla Product

Guest Speaker

Sheri Pontolillo


InterWeb Insurance

Book of the Month

Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

By Michael J. Nathanson (Author), Jeffrey T. Craig (Author), Jennifer A. Geoghegan (Author), Nadine Gordon Lee (Author), Michael A. Haber  Seth P. Hieken (Author), Matthew C. Ilteris(Author), D. Scott McDonald (Author), Joseph A. Salvati (Author), Stephen R. Stelljes (Author)

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars―investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few―with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan

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