Webinar Calendar

Join Senior Financial Services Manager, Jon Scaman, as he walks you through how to present the Leveraged Planning solutions to clients. From the Rule of 72 and compressed time frame to how to use other people’s money to your advantage, Jon will explain the concepts that make Leveraged Planning solutions work. Each attendee will receive access to the customizable PowerPoint presentation to begin offering these solutions to clients right away.

Wednesday, October 20, 2021
1:00pm – 2:00pm Eastern Time

You are invited to join GFD for an exclusive webinar: “Economic Recap of 2021 and 2022 Outlook” featuring special guest speaker Dan Morgan, Senior Portfolio Manager with Synovus Trust and contributor for CNBC, Wall Street Journal, Barrons AP, Reuters and Fox.

Mr. Morgan will provide a recap on what we’ve experienced in 2021 as well as insights into many of the trends that are likely to drive economic activity in 2022 and beyond. From predicted interest rates changes, anticipated stock market trends, potential tax law changes, possible obstacles financial planners may face and much more, this is a presentation you won’t want to miss!

Hosted by GFD’s Senior Vice President, Chris Layeux, MBA, CLU, ChFC, the presentation will also cover the opportunities and considerations of premium financing into 2022.

Tuesday, November 9, 2021
1:00pm – 2:00pm Eastern Time