Protected: Soltis Spring Fiduciary Training 2021

For the 2021 Spring Fiduciary Training the following topics were covered: Basic Training for Fiduciaries – an overview of the responsibilities a fiduciary has to their plan Global Markets – Is a COVID recovery possible? – This presentation focused on...

Soltis Fall Fiduciary Training 2020

This is our semi-annual fiduciary training that covers the following: What’s Next – 401k Regulations for 2021 Investment Innovation with Process & Prudence Asset Allocation & Glidepath Enhancement for Target Date Funds Elections, Economy, & Everything...

Red or Blue: Elections, the Market, & You

There is a lot of uncertainty surrounding the 2020 presidential election. Join us as we discuss the impact that previous elections have had on the stock market. We’ll take a look at the current political environment and finish by discussing several helpful...

Leading Through Chaos Webinar

John Choate, former Navy SEAL and Naval Officer shares essential leadership skills for times of stress and chaos. As a security expert and FEMA crisis response professional (as well as a former Navy SEAL), John is uniquely able to provide a different perspective on...