Join RIA’s Dynamic Learning Series, a monthly webinar designed to help you apply real-world financial strategies with clarity and confidence.
Dynamic Learning Series • Jun 4th, 2pm
Straightforward Financial Conversations.
Join RIA’s Dynamic Learning Series, a monthly webinar designed to help you apply real-world financial strategies with clarity and confidence.
Join us for a live walkthrough of how SimpleVisor helps advisors and investors stay ahead in fast-moving markets.
In this session, you’ll learn how to:
✔ Navigate markets using an intuitive, advisor-built research platform
✔ Access insights from the RIA Portfolio Management team
✔ Track Core and Thematic Portfolios with real-time trade alerts
✔ Identify opportunities using daily scans and custom alerts
✔ Turn ideas into portfolios with integrated analysis tools
✔ A live Q&A will follow so you can get answers directly from the team.
Step 1: Register to reserve your spot
Step 2: Receive confirmation and access details
Step 3: Join live on the first Thursday of each month
Step 4: Bring your questions and participate in the discussion
Practical strategies you can apply immediately
Clear explanations of complex financial topics
Insights from experienced portfolio managers
A better understanding of how markets impact your plan
Actionable takeaways to strengthen your financial strategy
Financial information is everywhere. Knowing how to use it is what sets investors apart.
RIA’s Dynamic Learning Series is built to connect education with action. Each session focuses on timely topics like tax planning, retirement strategies, and market insights, then shows you how to apply them in real life.
President/Founder,
AIF®, AAMS®, CRPS®
Chief Investment Strategist
Director of Financial Planning,
MS, CFP®, CIMA®, CEPA®, TCPC®
Sr. Financial Advisor,
CFP®, ChFC®
