Topics of Discussion: rila annuity contracts, rates, living benefits and long term care rider Attendees: Dan Romero, Greg Tobey, Jason Martinez Location: Lou and Mickey’s Time: 6pm Estimated Cost:...
Topics of Discussion: the global economy and growth. Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: Got an overview on how event-driven and publicly announced merger-arbitrage strategies work. Attendees: Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
Topics of Discussion: 401k plans, ACH loans, and PEP plans Attendees: Dan Romero, Greg Tobey & Jason Martinez Location: Medii Kitchen Time: 1:15pm Estimated Cost:...
Trump Accounts — officially called 530A accounts — launched July 4, 2026. The headline is simple: money from the government, and increasingly, money from some of the country’s biggest names, going straight into savings accounts for kids. Here’s...
