Manager Series

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Replay: Direct Indexing Webinar

Speaker: Alex Tarnow, CFP
First Trust
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Replay: Technical Analysis with Ari Wald: Inflection Points

Speaker: Ari Wald, Managing Director
Head of Technical Analysis, Oppenheimer & Co. Inc.
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Replay: Companion Medicare Webinar

In the most recent installment of our ZOOM Manager series, we discuss Medicare planning.  This follow-up features Jeff Latall explaining the various plans and options available as well as some changes to note in 2025.

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Replay: ACA Marketplace Webinar

Speaker: Jeff Latall, Client Advisor, Arch Brokerage Inc.
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estate planning

Replay: Estate Planning with Dan Schnurbusch, Managing Member Schnurbusch Law

Speaker: Dan Schnurbusch, Managing Member Schnurbusch Law
Discussion with Local Attorney on Estate Planning
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Replay: Technical Analysis with Ari Wald: Inflection Points

Speaker: Ari Wald, Managing Director
Head of Technical Analysis, Oppenheimer & Co. Inc.
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Training the Investor Brain

Training the Investor Brain

October 1st, 2023
Presented by:
Tony Pamaran
Director - Southeast, Brandes Investment Partners
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Replay: Cohen & Steers Webinar

Friday, July 28th, 2023

Guest Speaker:
Chris Nelson

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Replay: Municipal Bonds with GW&K Webinar

Wednesday, May 24, 2023

Guest Speaker:
Nathan T. Sensor
Vice President, Regional Sales Director, Midwest
GW&K

GW&K and Oppenheimer & Co. Inc. are not affiliated.

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Long-Term Care Misconceptions

Replay: Long-Term Care Webinar

Wednesday, March 8, 2023

When you plan for your future long-term care expenses, it is important not only to note what the cost of care is today, but also what it could rise to in the future.

Learn more about Long-Term Care.
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Fixed Income Bulletin

If you weren't able to attend our manager call with Leo Dierckman, this piece helps summarize his thoughts and projections on the state of the bond market. 

We will be hosting more manager calls in the near future.