** Product Demo - FinTech Series

November 2019

LIVE Wednesday, November 6, 2019 @ 1 PM EST

Why Real Estate ETF's Now?

Guest Speaker

Vince Birley

CEO

Vident Financial 

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LIVE Wednesday, November 13, 2019 @ 11 AM EST

Giving Compliance Training a personality

Guest Speaker

Justin Muscolino

Head of North American Compliance Training Operations

GRC Solutions

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LIVE Thursday, November 14, 2019 @ 10 AM EST

GFS Monthly Podcast # 2- 6 Steps to Compliance

Guest Speaker

Vincent Micciche

CEO/CCO

LifeMark Securites Corp.

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LIVE Tuesday, November 19, 2019 @ 11 AM EST

Live Oak Bank - M&A Update

Guest Speaker

James Hughes

Vice President, Investment Advisory Lending

Live Oak Bank

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December 2019

LIVE Tuesday, December 3, 2019 @ 11 AM EST

The importance of documentation and technology in this new "fiduciary era"

Guest Speaker

Victoria Fink

President

Evolution Financial Advisors

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LIVE Tuesday, December 10, 2019 @ 11 AM EST

How and why to implement an effective hedged equity strategy into your book.  And why now?

Guest Speaker

Chris Wenner

President

Wennco Downshift Strategies 

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