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No Bad Questions – Banking and Investments (Captive Owner Webinar Series 1 of 3)

  • Wednesday, June 26, 2024
  • 12:30 PM - 1:15 PM
  • ZOOM

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CAPTIVE OWNER WEBINAR SERIES

3 part series - Lunch and Learn 12:30-1:15pm

  1. June 26

  2. Sept 25

  3. Jan 22

“No Bad Questions – Banking and Investments”

Join us for an insightful three-part webinar series designed specifically for captive owners. These sessions are crafted to address your pressing questions and help you navigate the complexities of captive insurance. Part 1 of the series will be led by Banking and Investments experts, Erin Wikstrom and Stuart Goss.

PRESENTERS :

  1. Stuart L. Goss, CFP, RICP, ACI; Financial Advisor at First Horizon Advisors (Banking)

  2. Erin Wikstrom, CFP, AIF; Financial Advisor in Doepel & Wikstrom Wealth Management of Raymond James (Investments)


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