Video Library
>Thursday Open Forum
November 30, 2017
>Plotting the Course, Quarter 4
November 15, 2017
National Conference 2017
>Welcome
>I Didn't Know That, Part One
>I Didn't Know That, Part Two
>Everything You Wanted to Know About the Law
>Operations
>State of the Industry
>Driving a Competitive Advantage
>Building Better Portfolios for a Fiduciary World
>It Depends, Know Your Limitations
>M & M Marketing to Millenials
>What's On Your Mind?
Opportunities Beyond the Traditional and Compliance Issues
November 19, 2015
Plotting the Course, Issue 4
October 16, 2015
Plotting the Course, Issue 3
July 22, 2015
Alternative Investments Webinar
Peter D. Dochinez, CFP®
August 14, 2014