Broker Check

On-line practice improvement charrettes meld collaboration with best practices.



May 15, 2026       11:00am - 12:00pm (CST)


Hire Smart, Manage Easy

A quick guide to best practices in the hiring process—from defining the role and sourcing candidates to interviewing and onboarding.

Presented by Andrea Houseworth, COO and Co-Owner with Murdock Banner Financial Group.



After registering, you will receive a confirmation email containing information about joining the webinar.

*For registered rep use only 

Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.



2026 Peer Forum Schedule


05/19/2026

Hire Smart, Manage Easy

  • Presented by Andrea Houseworth, COO and Co-Owner with Murdock Banner Financial Group.
  • A quick guide to best practices in the hiring process—from defining the role and sourcing candidates to interviewing and onboarding.


06/09/2026

Understanding Common Trusts & Beneficiary Planning Strategies

  • Presented by Stan Smiley, Esq., High Net Worth Senior Strategist and Consultant Vice President, Cetera Financial Group, Inc.
  • This session provides a practical overview of common trust types and their intended purposes, along with a focused discussion on trusts as beneficiaries. We’ll explore when naming a trust as beneficiary makes sense, when it may create unintended consequences, and why these decisions matter—particularly for qualified and non-qualified accounts. Additionally, Michelle Lenarz, Supervisor of the IRA Department at Cetera, will provide insight into the operational aspects of processing a death claim when an IRA beneficiary is a trust, offering valuable perspective on documentation requirements and common administrative considerations.


07/28/2026

Message Received

  • Presented by J.R. Taylor and JT Thorpe with Invesco
  • Top 10 words to use—and words to lose—in conversations with clients.


09/22/2026

Tax Implications of Entity Structure

  • Presented by Griffin Thomas, CPA and Tax Advisor with Prosperity Advisors.
  • What to know about Sole Proprietorships, Partnerships, S Corps, & C Corps.


11/17/2026

Market Update

  • Presented by Brett Jergens, CFA, CIO with Prosperity Advisors and Gene Goldman, CIO with Cetera.
  • What you need to know following the midterm election.