Webinars

TRAILHEAD THU WEBINAR

Midterm Election 2022 Economic Update with Andrew Opdyke, CFA

THUR, NOV 17, 3:15PM CT

First Trust Senior Economist Andrew Opdyke offered an enlightening economic update through the lens of the 2022 election results. 

TRAILHEAD THU WEBINAR

Jaws of the Jury Pitch Panel with Co-CIOs Greg Lai &

THUR, DEC 15, 1:00PM CT

The Jaws of the Jury pitch panel is a shark-tank-style program hosted by “sharks” Sowell Affinity Co-CIOs Greg Lai and Alex Hsiao. Entering the water Devin Iafelice, First Trust, Tom McCabe, Vanguard, and Chris Quagliata, PIMCO. The program will include a Q&A session.

 

3RD THU

On-Ramp to Growth with Duncan MacPherson

ON DEMAND RECORDING

What separates the best from the rest? The very best often use times of volatility and disruption as an opportunity to manage growth and to go upmarket and attract higher value clients. Some are growing down so that they can go deeper with the clients who have needs that are more complex.

FLEX TUES

Digital Assets with Valkyrie

TECH TUES

SmartRIA

TECH TUES

Growth Marketing Platform | Clout

TECH TUES

Digital 401(K) Platform | Vestwell

TECH TUES:

SmartAdvisor Platform

3RD THU

Lessons from Behavioral Finance | Jackson

3RD THU

Annuities 101 |
DPL

INTRO: Commission-free Insurance Platform | DPL

TECH TUES

eMoney | Effortless Financial Planning

3RD THU

Across the Years: the Power of Trust

TECH TUES

Addepar

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.

Information presented is believed to be factual and up‐to‐date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Sowell Management is registered as an investment advisor with the SEC.