Trustmont Video Library

2024 Compliance Webinars

• 8-8-2024 3rd Quarter Mandatory Webinar
                  Webinar Slides
• 5-9-2024 2nd Quarter Mandatory Webinar
                  Webinar Slides
• 2-8-2024 1st Quarter Mandatory Webinar
                  Webinar Slides

2023 Compliance Webinars

• 11-9-2023 4th Quarter Mandatory Webinar
                   Webinar Slides

• 8-10-2023 3rd Quarter Mandatory Webinar
                  Webinar Slides

• 5-11-2023 2nd Quarter Mandatory Webinar
                  Webinar Slides

• 2-9-2023 1st Quarter Mandatory Webinar
                  Webinar Slides

2022 Compliance Webinars

• 11-10-2022 4th Quarter Mandatory Webinar
                    Webinar Slides

• 8-11-2022 3rd Quarter Mandatory Webinar
                    Webinar Slides

• 5-12-2022 2nd Quarter Mandatory Webinar (InvestorCOM demo)
                    Webinar Slides

• 2-10-2022 1st Quarter Mandatory Webinar
                    Webinar Slides

2021 Compliance Webinars

• 11-11-2021 4th Quarter Mandatory Webinar (End of the Year Wrap Up!)
                    Webinar Slides

• 8-12-2021 3rd Quarter Mandatory Webinar (Staying the course through summer & beyond)
                    Webinar Slides

• 5-13-2021 2nd Quarter Mandatory Webinar (Mid-Year Check-in & Industry Updates)
                    Webinar Slides

• 2-18-2021 1st Quarter Mandatory Webinar (Goodby 2020, Hello 2021!)
                    Webinar Slides

2020 Compliance  Webinars

• 11-12-2020 4th Quarter Mandatory Webinar (End of the year wrap up)

• 8-13-2020 3rd Quarter Mandatory Webinar (Industry News & Training)

• 6-25-2020 2nd Quarter Mandatory Webinar (Regulation Best Interest)

• 2-13-2020 1st Quarter Mandatory Webinar (Start the new year on the right foot!)

2019 National Conference - Videos

• Welcome & President's message

• Peter Dochinez, State of the Industry

• Brad Kasper (LSA Portfolio Analytics), Managed Porftolios

• Mike Ingenito (Retirement Plan Advisory Services), Regulation BI

• Jim Renitsky (Blackrock), Building Your Business for the Future

• Compliance & Operations Part 1

• Compliance & Operations Part 2

2019 Compliance Webinars

• 11-14-2019 November Webinar: Inverse & Leveraged ETF's (Firm Element Training) 

• 10-10-2019 October Webinar: Conference Follow Up & Industry News

• 8-8-2019 3rd Quarter Mandatory Webinar

• 5-9-2019 2nd Quarter Mandatory Webinar

• 2-14-2019 1st Quarter Mandatory Webinar

2018 Compliance Webinars

• 2-8-2018 1st Quarter Mandatory Webinar

• 4-5-2018 Rep Intro and Refresher

• 4-19-2018 Cybersecurity

• 5-17-2018 2nd Quarter Mandatory Webinar (Trustmont New Account Form)

• 6-28-2018 Investment Advisory Analysis

• 8-16-2018 3rd Quarter Mandatory Webinar

National Conference 2018 - Video and Slides

• Welcome (Video #1)

• Peter Dochinez - State of the Industry (Video #2)

• Linda Duessel - Federated (Video #3)
  Economic & Market Outlook: It All Depends on Your Time Horizon

• Anthony Hladek & Aimee Toth (Video #4)
  Operations & Compliance

• CS McKee (Video #5)
  Rethinking the Role of Fixed Income

• Fran Carson & Kyle Beveridge (Video #6)
  Brokerage vs Advisory

• Mark Peterson - BlackRock (Video #7)
  Behavioral Finance in Today's Market

• Larry Helmick & Greg Teal (Video #8)
  Tax Information for Non-Tax Advisors - Doing Your Job Well

• Alissa Conklin (Video #9)
  Proven Marketing Ideas

• Mark Tiefel - Capital Equity Group, Inc. (Video #10)
  The Game Changer in Real Estate Investing

• What's on Your Mind (Video #11)

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?

National Conference 2016

• Welcome

• Kenn Tacchino Part 1

• Kenn Tacchino Part 2

• Compliance Part 1

• Compliance Part 2

• Tackling Ind. Challenges; Kyle Beveridge

• Mike Ingenito DOL Part 1

• Mike Ingenito DOL Part 2

• Challenges and Opportunities

Miscellaneous Webinars

• 408(b)(2) Disclosure Webinar, Mike Ingenito