📍 At LPL’s National Conference in San Diego 🤖 Learning how AI can enhance the advisor experience 👥 Exploring how these advancements can ultimately benefit clients 🚢 Reflecting on tariffs, trade, and the broader economic environment 📅 A few more meetings before heading...
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:...
