Events

Altered State: Life in 2021 and Beyond

Wednesday, April 28, 2021

Please join us for our Financial Forum on Wednesday, April 28, 2021. For your convenience, we are hosting a 12:30PM and 7:00PM session.

Our guest speaker is Tim Stinson, the Head of Wealth Management at Cetera Financial Group.

Tim will share insights and perspective on how 2020 will shape aspects of our life from technology to taxes for months and years to come.

Click a Button to Register

Webinar FAQs

After you register, you will immediately receive a confirmation email with instructions on how to join the webinar. If you do not receive one, let us know.

We are using GoToWebinar instead of Zoom for this event. You will be a able to join from a web browser on your smartphone, tablet, or computer without any additional software. Simply click the link in your confirmation email to join!

Webinar Agenda

Welcoming Remarks

David Jaffa, CFP®
Kevin Elbinger, CFP®

 

Office & Technology Updates

Kenneth Weiss, CFP®

 

Featured Guest Speaker

Tim Stinson

Panel Discussion

Meet Our Speaker

Tim Stinson

Head of Wealth Management at Cetera Financial Group

Tim Stinson is head of Wealth Management, responsible for overall strategy and growth of wealth management across Cetera Financial Group. This scope includes sales and consulting support of advisory platforms, investment solutions and retirement programs. In this role, he is focused on enhancing our advisors’ ability to grow their businesses, provide optimal financial advice, and manage investment assets to help clients achieve their personal wealth and retirement goals. Most recently, Tim served as Cetera’s national sales manager, tasked with driving growth of Cetera’s advisory platforms.

Prior to joining Cetera, Tim was senior vice president of business development in the Southwestern U.S. for the institutional platform at Northern Trust. Before Northern Trust, he was senior vice president at Fidelity Investments responsible for managing the Southwestern Institutional Wealth Services organization working with independent RIAs. Tim also was a managing director at Fortigent tasked with leading new business development strategies and marketing to the large RIA and MFO space. Prior to joining Fortigent, Tim spent 16 years at SEI where he held various leadership roles including marketing, operations, sales and sales management. 

Tim holds a Bachelor of Science degree in marketing from Saint Joseph’s University and has been a member of the University of Pennsylvania’s Wharton Business School Executive Management Program, where he studied new leadership paradigms. He carries the Accredited Investment Fiduciary (AIF) designation and has Series 7 and 24 securities registrations. 

This workshop is purely educational. No products or services will be offered for sale and there is no obligation.

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