Virtual Meetings


Last week we decided to provide only positive blog posts during The Pandemic. The popular press publishes plenty of negative stories that we need to decide if they are fake or real. Bill Gates warned us in 2015 of the risks of a Pandemic in his Ted Talk. We listened and gave him a “standing O“, but we didn’t do anything. Seems like Mr Gates was not the only one to warm us.  This week we will examine several pandemic events we hope will continue.

Facebook Live Events

There is a reason Facebook’s stock is making all-time highs. They are offering us solutions we need during The Pandemic. Our favorites are religious events. This week I went to my church In Dallas and after it was finished I attended my old San Francisco church. Both have adapted to our new virtual meeting world. The good news is their music and message is the same. The other good news is I can attend wearing by pajama bottoms.

Virtual Conferences 

A good thing that the Pandemic has taught us is that we still need to be educated. Conferences are a good place to continue our education and if possible to network with like minded professionals. Conferences are defined by their great presentations. Now that we don’t need to pay for a expensive hotel meeting room or the airline travel the new virtual conferences are affordable. I always had an excuse to why I “couldn’t “ attend. Most of my excuses have been answered by The Crisis. Last week I attended the CFA Virtual Conference   It was GREAT!  Our conference schedule going forward is a mixture of RIA consultants and RIA custodians.  We hope to virtually see you there.

Post COVID

COVID is an invisible disease. We can protect ourselves and our family by reading all of the good research and establishing protective programs for our office. While Wealth Management has not been deemed an essential business it is essential to many. We need to make our employees and clients feel safe even though many of our proposed solutions are not FDA approved. 


My father in-law was a very intelligent and great doctor. He always had flu shots at his house because most of us wouldn’t come into the office to take this year’s new vaccine. As soon as there is a COVID vaccine we need to take it!  You didn’t have to ask my father in-law if he believed in the vaccine because he walked the talk. Please make my father in-law proud. 

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