Beginning in 2013, all handouts for the Quarterly Meetings, CE Day and Lunch & Learns will be available on this page of our website one week prior to the date of the particular meeting. Feel free to print out the handouts and bring them with you.

May 17, 2013 Presentations:

Scott Steele CFA, PIMCO
Handouts:
"Putting Markets in Perspective"

Mike Fodrea, ChFC, CLU, CASL, SunAmerica Retirement Markets
Handouts:
Security and Retirement Planning"

Stephen Hammers CIMA, Compass EMP Funds
Handouts:
"An Efficient Solution to Broad Market Indexing"

Barry Flagg, CFP, CLU, ChFC, Veralytic, Inc.
Handouts:
Do Internal Fees in Life Insurance Make a Difference?

Life Insurance Product Select & Funding Process Flowchart

February 15, 2013 Presentations:

James Reed, JD, Bingham Greenebaum Doll, LLP
Powerpoint Presentation:
"Premarital, Postnuptial and Cohabitation Agreements: the God, the Not-So-Good and the Complicated"

Additional Handouts:
"Premarital, Postnuptial and Cohabitation Agreements: the Good, the Not-so-Good and the Complicated"

Jason Andrews, CFP^®, CRPC, Ameriprise Financial Services, Inc.
Handouts:
"Your Retirement - Your Way: Succession-Planning Concepts to Preserve the Value of your Business"

Mark Glatley, VP Ohio Valley Region, JP Morgan Asset Management
Handouts:
"Guide to Retirement"