goRIA - A Virtual RIA Summit

2020 goRIA Summit

goRIA was a 1/2 day event held on Oct 21, 2020 that was hosted by Sovereign's Principal, Charles "Chuck" Failla, CFP.

The following are the video replays from the day's sessions:

Opening Keynote: Greg Bruce, National Director, RIA & Custody Services at Raymond James.

Chuck's Q&A with InvestmentNews' Jeff Benjamin

Panel 1: What to consider before going RIA, or, joining an RIA

Panel 2: RIA Tech Talk

Panel 3: Investment and Insurance options optimized for RIAs: Fee Based Everything!

Closing Keynote: Jackie Wilke, First Trust