Topics of Discussion: Taxable and municipal bonds. We also discussed some marketing ideas. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: RILA annuity product and enhanced living benefits. Attendees: Daniel Romero and Greg Tobey Location: Baran Mediterranean Restaurant Time: 1:15pm Estimated Cost:...
Topics of Discussion: Industrial Real Estate, DST and 721. Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: multi sector bonds, private credit and US equities Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
We discussed dynamic allocation, balanced and interest rates. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost:...
