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Webinars

3RD THU

Annuities 101 |
DPL

COMING
THU JUN 16, NOON CT

TECH TUES

Digital 401(K) Platform | Vestwell

COMING
TUES Jun 21, NOON CT

TECH TUES

Growth Marketing Platform | Clout

COMING
TUES JULY 12, NOON CT

FLEX TUES

Presenting PFLEX | PIMCO

COMING
TUES JULY 26, NOON CT

TECH TUES

eMoney | Effortless Financial Planning

3RD THU

Lessons from Behavioral Finance | Jackson

3RD THU

Annuities 101 | DPL

TECH TUES

Addepar

3RD THU

Across the Years: the Power of Trust

TECH TUES:

SmartAdvisor Platform

3RD THU:

Priceless: the language of value

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

Sign up for the Sowell Sponsored Golf Event at TPC Four Seasons Golf & Sports Club

Limited space is available. Tee time is Friday, April 22 at 2 pm. Remember to book your hotel and air travel accordingly. Sowell will cover the cost to rent resort clubs, if needed.

Download the Journey Roadmap

Download the Journey Roadmap

Sign up for the
Sowell Summit Event

(Please be sure to click the link on the web page to book your room)

Thank you for registering!

You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.