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DTSTART:20250227T190000Z
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LOCATION:Holiday Inn 3803 13th Ave S Fargo ND 58103
UID:2550620250227T190000ZA Journey Through Economic Times; Tax Planning & Family Wealth Planning
DTSTAMP:20260415T004554Z
DESCRIPTION:\nLunch will be served in the room from 11:45 to 12:45\n \nMr. Ekberg is a senior vice president and senior consultant in advisor education at PIMCO. He provides training to financial professionals on advanced wealth planning topics, including retirement strategies, alternative investments, and goals-based wealth management. Prior to joining PIMCO in 2021, Mr. Ekberg was chief learning officer and managing director of professional development for the Investments & Wealth Institute (IWI), where he led the advisor education programs for advanced credentials in the financial industry. During his tenure at IWI, he oversaw the Certified Private Wealth Advisor (CPWA) certification education at the University of Chicago, and led the acquisition and development of the Retirement Management Advisor (RMA) certification. He has 20 years of investment and financial services experience and holds a master’s degree from Creighton University. He is a CFA charterholder and holds the Certified Investment Management Analyst (CIMA) and CPWA designations\n \nMr. Goldie is a vice president and account manager in teh Austin office and a member of the private client group within PIMCO's global wealth management team. He is responsible for covering strategic relationships with registered investment advisers, family offices, private banks, adn trust companies. He joined PIMCO in 2016. He has eight years of investment and financial services experience and holds an MBA from the McCombs School of Business at the University of TX at Austin and a bachelor's degree from the California Polytechnic State University, San Luis Obispo.\n
SUMMARY:A Journey Through Economic Times; Tax Planning & Family Wealth Planning - Red River Valley Estate Planning Council 
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DESCRIPTION:Reminder
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