Tom Dickson's blog

Medi-Cal Presentation with Randy Rosa

Click on the Title line above to access the presentation materials for Randy Rosa's Medi-Cal Planning presentation.
You must then click on the File Attachment to download the materials to your computer.

File Attachment: 
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Final Rosa Feb. 25 Medi-Cal Presentation.pdf

Feb. 24 Ethics Presentation for 2-Hours of CE for CFP® Code of Ethics

Click on the Title line above to access the presentation materials for Peter Blume's Ethics in an Ever Changing World. You must then click on the File Attachment to download the materials to your computer.

File Attachment: 
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CFP Ethics in an Ever-Changing World by Peter Blume, Esq. (2-24-10).pdf

Monthly Calls for Financial Advisors

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I have launched a Speakers Series whose purpose is to educate financial advisors on a range of topics that can help them better serve their clients. Expert spealers are used to provide the educational content and know-how, The calls typically last 50-60 minutes, after whcih the speaker will take questions.
Wherever possible, the presentations are approved for use as a continuing education credit for Certified Financial Planners. The calls are recorded and available throughout the My Sales Ally site. Topics covered thus far include:

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