February 18th, 2021: “New (and Old) School Tactics to Acquire Clients”, a webinar with First Ascent Asset Management. Watch the full replay here
December 1st, 2020: “Financial Wellness Includes Having a Financial Advisor”, MyPerfectFinancialAdvisor CEO Nick Stuller was a guest speaker on the Coach Peggy Willms Show. See the video of the Live Zoom and radio show here.
August 5th, 2020: “After Covid: What will be the New Normal for Financial Advice and Investing?” A Zoom meeting of The Penn Club’s Family Wealth Management Society
July 9th, 2020: “Financial Advice in a Covid World”: a free Zoom event sponsored by Main Street Magazine. Information and registration here
