28
July
Session GL-2
Description
“Market Outlook Update”
Gene Goldman, Chief Investment Officer & Director of Research
Brandon Hamil, Cetera Financial Group
Agenda:
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Advisor/Members will be notified in advance by email with Zoom meeting details and specific content on each session.
*For registered rep use only
Gene Goldman, Chief Investment Officer & Director of Research
Brandon Hamil, Cetera Financial Group
Agenda:
- Paul Ewing - Prosperity leadership opening comments
- Brandon Hamil – Reg BI Resources
- During Brandon's brief presentation, he will cover form CRS (Customer Relationship Survey) found in SmartWorks along with other Reg BI resources to help you put things into perspective regarding your advisory business.
- Gene Goldman will provide us with a market outlook update.
- Questions and Answers
- Prosperity leadership final comments and wrap up.
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Advisor/Members will be notified in advance by email with Zoom meeting details and specific content on each session.
*For registered rep use only
Date and Time
Tue, Jul 28, 2020
11:00a - 12:00p CST