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2009 Past Events
Seminars, Conference Calls and Presentations
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Surviving an SEC audit after Madoff
This edited transcript is from an InvestmentNews webcast where financial advisers gave suggestions for surviving an SEC audit in the post-Madoff era: Diligently following specific steps can provide relief.
Read the Webinar Transcript here.
Panelists:
Glenn G. Kautt, President of The Monitor Group, Inc.
Kevin J. Hermening
Richard Marshall
Moderated By:
Jim Pavia, Editor
Evan Cooper, Deputy Editor
Tuesday May 19, 2009
Glenn Kautt's Barron's Seminar Materials
Find out more about the responsibilities and requirements for quality Client Relationship Management.
Presented By:
Glenn G. Kautt, President of The Monitor Group, Inc.
How to Participate in the Upcoming Market Recovery Prudently
In this 45-minute presentation we offer a candid look at the investment scene. Glenn reviews past market cycles and develops a strategy showing you how to prudently and conservatively re-enter the equity markets to take advantage of the upcoming recovery.
Speaker:
Glenn G. Kautt, President of The Monitor Group, Inc.
Tuesday April 21, 2009
Wednesday April 22, 2009
A webinar on:
The Outlook for Stocks in 2009 and Beyond
In this 45 minute presentation Glenn Kautt offers unique perspectives on the current bear market. He compares the current bear market to others over the past century and provides insights regarding how long it may take for stock markets to fully recover.
Speaker:
Glenn Kautt, President of The Monitor Group
Tuesday March 31, 2009
Wednesday April 1, 2009
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TMG Town Hall Conference Call
Your Questions, Our Answers
Speakers:
Glenn Kautt, President of The Monitor Group
Cal Brown, Vice-President of Planning
Tuesday, March 24, 2009
Wednesday, March 25, 2009
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Iranian Medical Society's Retirement Planning
What’s Right, What’s Wrong and What’s Relevant for Doctors in 2009!
Speaker:
Glenn Kautt, President of The Monitor Group
Thursday, February 26, 2009
Prince William Medical Society's Retirement Planning
What’s Right, What’s Wrong and What’s Relevant for Doctors in 2009!
Speaker:
Glenn Kautt, President of The Monitor Group
Tuesday, February 24, 2009
Asset Protection Town Hall Meeting – Online
The third in a series of Town Hall Meetings with Industry Experts, discussing 'Is your money safe?' Discussion on the issues of custodian security and the reduction of risk our clients experience by working with a CEFEX-certified ZAG advisor.
Speakers:
Brian Stimpfl, Managing Director of TD Ameritrade
Ron Hagan, Senior VP and COO of Roland Criss
Erin Amerlan, Director of Corporate Insurance of Charles Schwab
Wednesday, December 17th, 2008
4:30pm Eastern – Approximately 1 hour long
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Vanguard Town Hall Meeting – Online
TMG is excited to announce the second in a series of Online Town Hall Meetings featuring some of the nation’s top financial minds. This event offers direct access to the latest thinking from The Vanguard Group on timely perspectives regarding the bear market and economic crisis.
Speakers:
Bill McNath, CEO of The Vanguard Group
Gus Sauter, Chief Investment Officer of The Vanguard Group
Wednesday, December 17th, 2008
4:30pm Eastern – Approximately 1 hour long
DFA Town Hall Meeting – Online
TMG is excited to announce the first in a series of Online Town Hall Meetings featuring some of the nation’s top financial minds. This event offers direct access to the latest thinking from Dimensional Fund Advisors on timely perspectives regarding the bear market and economic crisis.
Speaker:
Weston Wellington, Vice President of Dimensional Fund Advisors
Thursday, December 11th
4:30pm Eastern – Approximately 1 hour long
November Teleconference
The Current Economic Crisis
November 13, 2008
Via Conference Call
Because of these extraordinary troubled times we urge you to download this information and listen in.
Download the presentation slides here
Transcript of the Conference Call.
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October Teleconferences
The current Economic Rescue Plan, the credit crisis, the markets and what you should be doing right now.
October 10 and 13, 2008
Via Conference Call
Because of these extraordinary troubled times we urge you to download this information and listen in.
Q&A about Schwab Money Market Funds
Transcript of the Conference Call.
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Healthcare Challenges, Choices, and Solutions
Part III: The Long Term Care and Elder Care Epidemic
October 9, 2008
The Tower Club, Tyson’s Corner, VA
This interactive seminar will explore long term and elder care. By attending this seminar, you will understand:
Long term care: What is it, How much do you need, How much will it cost and Where do you go to get it?
Elder care: How to deal with your aging parents and cope with being a caregiver.
Healthcare Challenges, Choices, and Solutions
Part II: Navigating Medicare and Medigap
June 18, 2008
The Tower Club, Tyson’s Corner, VA
This interactive seminar will help you:
Understand the alphabet soup of Medicare; parts A B C & D
Choose the best Medigap policy to fit your needs.
Understand the Medicare and Medigap choices you have to make before and during retirement.
Right-click and choose "Save" to download the MP3 to your computer.
It's Your Call
It’s Your Call is a monthly conference-call program by The Monitor Group designed to give you information on various areas of financial planning. From tax efficient investing to end-of-the-year tax strategies, we cover it all during these lively, interactive call-in programs.
To learn more and listen to our recorded sessions from the past, click here.