Learning

TECH TUES: FEB 15

SmartAdvisor Platform

3RD THU: FEB 17

Priceless: the language of value

TECH TUES: MAR 15

Addepar

3RD THU: MAR 17

Across the Years: the Power of Trust

3RD THU

China v. US

Economist Clyde Prestowitz pulls back the curtain on how/why US corporations became China’s biggest political & economic ally.  

3RD THU

Unpacking SPACs

Thierry Wuilloud, CFA of Water Tower Research unpacks the dynamics of the investment vehicle known as SPAC.

FLEX TUES

Biblically Responsible Investing

Sowell Management adds (BR) models to its FLEX UMA wealth management platform.

3RD THU

Riskalyze

An exclusive private tour of the full Riskalyze Elite suite of features including the ability to leverage sophisticated analytics. 

FLEX TUES

Introducing iCIO

Learn how Sowell’s FLEX wealth management platform can enhance your investment strategies.

3RD THU

Bitcoin & Ethereum Demystified

IDX CIO Ben McMillan shares key differences between the two digital asset market leaders.

TECH TUES

Salesforce CRM Basic Training

 Sowell Technology + Data Managing Director Thomas Knight leads a basic training webinar.

3RD THU

Decentralized Finance Demystified

IDX CIO Ben McMillan demystifies the new asset class known as Defi, decentralized finance.

Contact us

Download the Journey Roadmap

Download the Journey Roadmap