Guest Speaker: Judy Gross of JG Advisory Services LLC.
Topic: Topics in Training for Investment Advisers. In association with Judith Gross, Esq. of JG Advisory Services.
Website: http://www.jgadvisory.com/
Professional Biography
JG Advisory Services LLC Promo
Press Release
JG Advisory Presentation 2008 (PowerPoint)
Recommendation (Page 49 of Report)
Listen to Webinar Recording (Recording ID: 7N5JD8)



Guest Speaker: Linda Lubitz Boone, The Lubitz Financial Group and IPS AdvisorPro Software
Topic: How to Build and Improve my Practice by Using Investment Policy Statements
Website: http://www.ipsadvisorpro.com/
Professional Resume of Linda Lubitz Boone
Press Release: Cornerstone Revolutions, LLC, Spotlights one of “America’s Best Financial Advisors” in March Webinar on Investment Policy Statements
Listen to Webinar Recording (Recording ID: T8RMTD)

Guest Speaker: Thomas Rausch, Compliance Consultants, LLC
Topic: Preparing for an SEC Exam - Policies, Procedures, Internal Controls & Risk Perspectives
Website: http://www.compliance-consultantsonline.com
Download Webinar (Zip File)

Guest Speaker Dennis Gibb of Sweetwater Investments speaking on the topic "A New Model for Advisor Compensation" (PowerPoint)

Guest Speaker Tom Rausch speaking on the topic "Preparing for a Regulators Exam" (Flash Recording) or Click here to view the pdf presentation.