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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

 

 

 

 

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Ste 800, PMB 302
Commerce City, CO 80022
Phone: 303-450-0515
Email: [email protected]

 

 

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Online Meeting Registration - Membership Management - Event Management for Associations with local chapters.