Westminster Consulting Podcasts & Conference Calls By: Gabriel PotterMBA, AIFA® 2018.06.29

We have a quick announcement.  Since we have had success in our efforts creating and distributing our quarterly magazine, Confero, we have been encouraged to further expand our repertoire.  Confero tends towards our institutional line of business, but we wanted to do something for personal investors, especially since we brought on Matthew Barber to spearhead fiduciary level advice for individuals & retirement plan participants.  Thus, we’ve started a podcast, primarily for individual investors.  The first and second episodes are out – try listening to the first one (its topic is budgeting) to see what you think. You can download and listen to it anywhere you ordinarily get your Podcasts, through Google Play or Apple ITunes.

Here are some direct links:

Linkedin https://www.linkedin.com/company/2785236/admin/updates/

Twitter https://twitter.com/Westmconsulting/status/968518692425347072

Soundcloud https://soundcloud.com/user-469202560

Itunes https://itunes.apple.com/us/podcast/consultants-corner/id1352357322

That’s not all.  In the weeks to come, we’ll be hosting informational conference calls as well.   

First, Matt Barber will be hosting a market-overview call on the July 18th for individuals & retirement plan participants.  This quarterly market update will occur every three months on the 3rd Wednesday of the every new quarter.

Second, Sean Patton & Tom Zamiara will be hosting a July 25th, 15-minute benefits call for company benefit plans and their service providers (actuaries, attorneys, and so on). 

Stay tuned for more information!  We will be recording these sessions and making replays available on Westminster-consulting.com.  Moreover, we will be taking questions and replying either through our blog posts or privately, as necessary.

 

 

 

 

Gabriel Potter

Gabriel is a Senior Investment Research Associate at Westminster Consulting, where he is responsible for designing strategic asset allocations and conducts proprietary market research.

An avid writer, Gabriel manages the firm’s blog and has been published in the Journal of Compensation and Benefits,...

More about Gabriel Potter
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