Topics of Discussion: 401k plans, PEP plans and DB plans Attendees: Dan Romero, Jason Martinez Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: marketing timing algos Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: Large Cap Value and municipal bonds. Attendees: Dan Romero, Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost:...
Topics of Discussion: Value investing, Emerging Markets and private credit. Attendees: Dan Romero, Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
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:...
