Topics of Discussion: Variable, Fixed and Index annuity. Also discussed legacy strategies including stretching gifts on a Single Premium Index Annuity. Attendees: Dan Romero, Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: The market, momentum investing and value investing Attendees: Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: The economy, situation in Iran, interest rates, private credit and fixed income Growth stocks and fixed income Attendees: Daniel Romero and Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
Topics of Discussion: Growth stocks and fixed income Attendees: Daniel Romero and Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: Short term bonds, CLOs, and duration Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm Estimated Cost:...
