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Broker Check

Events

October 24, 2017

4:00p - 5:00p

KAFL Insurance Recources Webinar

How to make tax time less painful for your clients. Hosted by Greg Santoli of KAFL Inc.

 

October 26, 2017

12:00p - 1:30p

City Tavern

Ladenburg Thalmann Lunch & Learn

LTAM's managed solutions, include the Ladenburg American Funds Core Portfolios, 5 risk-based portfolios, built in partnership with American Funds, which combine American Funds equity, fixed income and asset allocation mutual funds with Ladenburg's asset allocation mutual fund.These portfolios were built to be in line with DOL requirements and can help to easily transition your business from commission to fee based, all for a very competitive annual wrap fee of 25bps.The discussion will highlight the key features of these portfolios and how you can add value to your clients' accounts through diversification and active management, using these portfolios.

 

November 29, 2017

12:00p - 1:30p

KAFL Office

KAFL Lunch & Learn

Join the KAFL team at their new office for lunch. Additional details coming soon!

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