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July 2021

Mark Peterson – State of the Markets

July 17 @ 8:00 am - 5:00 pm

Director of Investment Strategy and Education for BlackRock where his responsibilities include relating BlackRock's Investment Strategy and investment views to key institutional and financial advisor clients and offering perspective on all asset classes -including equities, fixed income, alternatives and multi-sector approaches to investing. A 20-year industry veteran with extensive expertise and experience educating financial professionals and investors on market and investment topics. Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank,…

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September 2021

Bryan Gay and Bill Medlin – Medicare

September 16 @ 8:00 am - 5:00 pm
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October 2021

Wendy Rogers – Donor Advised Funds

October 21 @ 8:00 am - 5:00 pm
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