At Boyer & Corporon Wealth Management, an important part of our job is to actively pursue ongoing education in the various aspects of our profession. To do our job well, it’s imperative we stay on top of the very latest news, rules, trends, and forecasts in a wide range of topics. From regulatory issues to the latest economic outlook, BCWM team members regularly seek out learning opportunities, often attending several webinars, workshops or conferences in a month.
Also important to our culture is engagement with our community – whether it be membership in local professional groups or supporting philanthropic causes. That’s why our calendars often include benefit walks, luncheons and other events that support nonprofit organizations in our community.
Here’s a look at our activities during the past three months:
February
Brian Hackleman, Chief Compliance Officer, participated in a seminar, “Protecting Confidential Client Communications,” sponsored by IA Watch, an industry publication that focuses on regulatory news and compliance best practices.
March
Brian attended “Navigating Amendments to the Custody Rule,” sponsored by Charles Schwab, and “Amendments to the SEC Custody Rule,” sponsored by ByAllAccounts, an industry workflow solutions provider.
Rich Boyer, Managing Member and BCWM founder, attended a conference hosted by the Phoenix CFA Society in Phoenix, Az. The “Wealth Management 2010, Strategies for Private Clients” conference offered such sessions as “The Economic Picture: Stimulus, Deficits, Deflation and Inflation” and “Optimizing Charitable Giving using Retirement Assets”
April
Mindy Corporon, Managing Member and BCWM founder, along with Rich and BCWM team member Pat Burns, attended Strengths-Driven Performance, a presentation by Marcus Buckingham sponsored by Johnson County Community College. Buckingham is considered the world’s foremost authority on helping people maximize their strengths, rather than simply improving their weaknesses, to increase work efficiency and personal growth. He worked for nearly two decades as a senior researcher at Gallup, and is the author of several best-selling books.
Mindy, Pat Burns and Laura Carley attended the Women’s Employment Network Annual luncheon, where BCWM had sponsored a table for the event. The Women’s Employment Network (WEN) is a nonprofit organization that offers job-search training and resources, individualized coaching and professional case management to help women raise their self-esteem and achieve economic independence through sustained employment. BCWM supports and attends this event each year.
Rich attended a presentation sponsored by the Kansas City Chartered Financial Analyst® Society, “Outlook for Credit Markets & Financial Services Industry.” The KC CFA Society serves its members by providing a regional forum for the discussion of investments, economics and finance.
Mindy and Laura attended the Kansas City Estate Planning Symposium, sponsored by, among others, the UMKC Law and the Financial Planning Association of KC.
This information is provided for general information purposes only and should not be construed as investment, tax, or legal advice. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.