Events and Recordings

March 8, 2022 – Alternative Investments, Market Update
Dory A. Wiley – President & CEO – Commerce Street Holdings

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Click here to listen to presentation (audio only)


February 8,2022- EOS Traction 

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Click here to listen to presentation (audio only)

Traction: Get a Grip on Your Business: Wickman, Gino: 9781936661848: Amazon.com: Books


January 11,2022

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Curtis Klieger & Cody Sutton – Stonewater Planning (Special Needs Planning)


December 2021

Rotary International and Literacy Collaboration Networking

No Video


September 15, 2021
Christopher Jarvis, MBA, CFP®

Giraffe Selling: The Simple Path to Working Less, Earning More, and Making Unbreakable Connections”

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Giraffe Money: See Better Pathways… BOOK


August 18, 2021

“Billionaire Secrets for Million Dollar Agents”
Presented by
Christopher Jarvis, MBA, CFP®

Video Link coming soon 

6 Secrets to Leveraging Success: A Guide…BOOK


June 16, 2021
David Wright
Supplemental Executive Benefit Arrangements in Tax-Exempt Organizations

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April 21, 2021
David Pike
Estate Update

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March 4, 2021
Amir Morani
Tax Updates

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March 17, 2021
Adam Tarnow
Leadership: Clear Communication

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January 20, 2021
Peter M. Viliesis & Doug Marshall
Business Value Protection Planning

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