** Product Demo

September 2019

LIVE Tuesday, September 17, 2019 @ 11 AM EST

The Evolution of Dictation-Note taking made simple

Guest Speaker

Corey Westphal

CEO

Mobile Assistant

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LIVE Thursday, September 19, 2019 @ 11 AM EST

Tech Series: Quik! Forms App Forms Have Never Been This Easy!**

Guest Speaker

Richard Walker

Efficient CEO

Efficient Technology, Inc.

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LIVE Wednesday, September 25, 2019 @ 1 PM EST

Stop Self-Sabotaging Your Practice!
Guest Speakers
Parry Kreamer, Productivity  Uncorked
Michelle Donovan, Productivity  Uncorked
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LIVE   Thursday, September 26, 2019 @ 11 AM EST

Succession Planning & M&A 

Guest Speaker

David Knoch

Former CEO

1st Global

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October 2019

LIVE Tuesday, October 8, 2019 @ 11 AM EST

Tech Series: 55ip - Automate your tax managed index strategies**

Guest Speaker

Wes Graves

Senior Vice President

55ip

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LIVE Thursday, October 10, 2019 @ 10 AM EST

GFS Monthly Podcast

Guest Speaker

Vincent Micciche

CEO/CCO

LifeMark Securites Corp.

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LIVE Wednesday, October 16, 2019 @ 11 AM EST

Securities Class Actions: "Tell your clients you have it covered with CCC”

Guest Speakers

James Tharin, CEO

Brian Blockovich, President and General Counsel

Chicago Clearing

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LIVE Wednesday, October 23, 2019 @ 11 AM EST

RIA Leadership Webcast

Guest Speaker

Lori Van Dusen

CEO

LVW Advisors

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