Learning

3RD THU: OCT 21

Corporate America & China

TECH TUES: OCT 19

Introduction: Agreement Express

3RD THU: NOV 18

Succession 1: Planning and Contingency

3RD THU: DEC 16

Succession 2: Valuation and M&A

3RD THU

DeFi Demystified

IDX CIO Ben McMillan discusses DeFi  and shares how to gain exposure at the investment level.

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

Riskalyze Elite
Tour

Tour the suite of features: analytics, retirement maps,  marketing kit, and retirement plans.

FLEX TUES

Biblically Responsible Investing

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

Contact us

Download the Journey Roadmap

Download the Journey Roadmap