PPT-ASD Advisors Forum 28 th

October 2016 Chris Atherton Annie McGauley Gordon Laird NO LUNCH What happened The budget for lunch disappeared What are you feeling Totes raging and a little bit hungry already. Our eRFP system is flexible enough to conduct any type of RFP through it! We don't provide you sample questions, candidates or concierge services on other types of RFPs. Usually your Advisor would be running these on your behalf. Our eRFP system is flexible enough to conduct any type of RFP through it! We don't provide you sample questions, candidates or concierge services on other types of RFPs. Usually your Advisor would be running these on your behalf. to illustrate for professional service firms. the benefits of referring their clients to SFA.. Bankers. , accountants and lawyers are often in the. best position to observe situations where their. clients could use some objective business counsel. Why An ARB?. Consider long-view – what does MPI need to remain. relevant for the future? . Consider big picture – are features proposed for (or already part of) MPI consistent with the MPI?. Recommend – What should the MPI Forum consider?. Priscilla Emery, e-Nterprise Advisors . IGP, CIP, ERMs. Why you should care about history. Doomed to repeat it?. Learn . how the present environment came to fruition. Understand how to plan for the future. Is it dead or alive?. bpmNEXT. , . March 30. th. 2015, . Santa Barbara CA. Neil Ward-Dutton. Founder, Research Director. © MWD Advisors . www.mwdadvisors.com. 2. Let’s work through three questions…. . Location. Aliwal. Shoal. 5 . kilometres off- shore from the Umkomaas River Mouth, on the inner edge of the . Agulhas . Current. . The . Shoal . is . 1.5 km wide & 5 km in length, running in a North/South direction and ranges in depth from 9 – 27 meters.. Presented by: . Steve . Oshins. , Esq., AEP (. Distinquished. ). Robert Bruderman, Co-Founder, Premier Trust. Founded in 2001. Largest . Advisor-Friendly Trust Company. in NV. Trust Administration ONLY. Chris Mann* 302 - 423 - 4065 cmann@voyafa.com Steve Mercer* 302 - 270 - 2632 smer cer@voyafa.com Marianne LaRock - McGuckin ** 302 - 540 - 4052 mlmcguckin@voyafa.com Richard O’Neill * 302 - 900 NEWARK NJBlueprint Capital Advisors Blueprint the only Black asset manager in the state of New on Capitol Hill and around the world Time Magazinenamed Sekulow one of the 14725 Most Influential Evangel UK242013 Dimensional refers to the Dimensional separate but affiliated entities generally rather than to one particular entity These entities are Dimensional Fund Advisors LP Dimensional Fund Advisor UK242013 Dimensional refers to the Dimensional separate but affiliated entities generally rather than to one particular entity These entities are Dimensional Fund Advisors LP Dimensional Fund Advisor F Factor (Middle and High School Only, Advisor Led). Introduction and Rules. Back in the Day (In the Future Elementary). Similarity Activities (Time: Choose 1 or 2). Forum Bingo. Common Interests/Values. A. dvisors . at the . L. ocal . L. evel. HOSA Learn . Moodle.  is a Learning Platform or course management system (CMS) or learning management system (LMS);. HOSA TALL: Series of free, online, facilitated courses for local advisors.