2015 In Review & A Look at 2016

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Join WheelerFrost with our special guest, Linda Duessel, CFA, CPA, CFP®, Federated’s Senior Vice President & Senior Equity Strategist

Join us for drinks, appetizers, and insightful information

Please invite anyone you feel would benefit from this presentation
RSVP by 01/07/16 to 

Financial Planning and Ethics

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This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]

Firm of the Future – The Virtual Office

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Efficiency is now virtual. Cloud based computing provides process options not dreamed of a few years ago. This presentation for professionals is on the use of web services to provide comprehensive services and improve client/advisor data integration (to create the virtual office). Based on Mr. Wheeler’s white paper “An Industry in Transition […]

Collaboration – Why it isn’t working and what you can do about it

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Collaboration means the act of working together. For years wealth advisor professionals have talked about working together. In reality, few do. This presentation discusses the advantages of collaborative work for clients and advisors. It reviews the inhibitors to effective collaboration. Why do attorneys, accountants, insurance agents, financial planners and others […]

Activities, Things, & Dreams – A New Way of Planning

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Transaction based planning misses the point. Money and the things it buys are only by-products of the meaning of our lives. This presentation educates advisors on the process of helping clients fulfill their life goals by focusing on dreams and bringing their activities and things in line with their dreams. This presentation […]

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