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Conferences & Meetings

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Conferences & Meetings

NAPFA Spring Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.

Posted By Alyssa Yocom
July 19, 2019
Conferences & Meetings

NAPFA Fall Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In October, SFG’s Clarissa and Alyssa had the opportunity to attend the conference in Philadelphia, PA. They got to enjoy keynote speakers, networking opportunities, and a wide variety of educational programs. Some key themes and takeaways from the conference are outlined in this post.

Posted By Alyssa Yocom
December 10, 2018
Conferences & Meetings

The Partnership Between Your CPA and Financial Planning Team

At Schultz Financial Group, we partner with your trusted advisors as needed to coordinate solutions that fit your specific situation, and we believe this is the best approach to develop an appropriate tax plan.

Posted By Schultz Financial Group Inc.
July 23, 2018
Conferences & Meetings

New York Managers Trip: May 2018

In May 2018, SFG’s Investment Team traveled to New York City to visit our investment managers, discuss their investment portfolios, and get their global macro views. Here are a few takeaways from the meetings.

Posted By William Saulsgiver
May 31, 2018
Conferences & Meetings

Mauldin Economics Strategic Investment Conference

The SFG Investment Team attended the virtual Mauldin Economics Strategic Investment Conference in early March 2018. The conference brought in experts, such as George Friedman, Jeffrey Gundlach, Louis Gave, and Grant Williams, to share their global outlook and strategies to address major economic, geopolitical, and technological risks. Here are some of the key takeaways from the conference.

Posted By Schultz Financial Group Inc.
May 31, 2018
Conferences & Meetings

NAPFA Spring Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May 2018, SFG’s Clarissa and Alyssa had the opportunity to attend the conference in Phoenix, AZ. Here are some key themes and takeaways from the conference.

Posted By Alyssa Yocom
May 30, 2018