Past presentations

After each chapter meeting, with the permission of the speaker, presentation slides and/or handouts are posted here. Click on the links below to access recent chapter meeting presentations:

2018 Presentations

June

Maximizing Social Security - What Every Retiree Needs to Know (PDF)

Diamond Partner Presentation: CollegeInvest (PDF)

 

April

Divorce: Advising Clients Before, During and After Panel discussion (PDF slides) with a CDFA Sandi Gumeson, Mediator Beth Henson, Attorney David Littman and Moderator Ben Briggs.

Top 35 Divorce Financial Planning Mistakes
(PDF Handout)

What is Divorce Financial Planning (PDF Handout)

 

March

GROWING YOUR BUSINESS BY ADVISING COMPANY RETIREMENT PLANS, speaker: Skip Schweis (PDF)


Fairway Mortgage - The Rueth Team (PDF)

 

February

2017 Tax Update - Fran Coet (PDF)

Complete Technology Solutions Partner Presentation (PDF)

Horizon Investments Partner Presentation (PDF)

 

January 

2018 THE YEAR AHEAD - NEWS AND NOISE
Speaker: 
Samantha Azzarello, Global Market Strategist & Vice President, J.P. Morgan Asset Management 


BOK Financial/CBST Partner Presentation (PDF)