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:

2021 PRESENTATIONS

March


Partner CE Series - United Health Care-  Medicare Concepts for Today's Financial Advisor

Practice Management Day

Louis Retief- Our New Remote World 

Peggy Marshall- Coaching Selling Connection 2021
Penny Phillips- Building the Tomorrow Business
Johnny Sandquist- 2021 Advisor Technology Outlook

February

Recorded Presentation (Expires on May 20)
Partner CE Series- Advisors Guide Mutual of Omaha Reverse
Partner CE Series- Reverse Mortgage Purchase or Refill



January

Partner Handout- Hubly Brochure
Partner Presentation- Hubly- About Us

Elizabeth Garner - Growing Forward - Population and Economic Trends in Colorado
Lara Rhame - Macro Update - 10 for '21