Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
You’ve Built a Great Practice.
Now What?
LOCATION
Webinar
John J. Bowen Jr.
Founder & CEO, CEG Elevate Group
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management, Clark Capital Management Group
Date
August 11th, 2026
TIME
11:00 am ET
TOPIC
Succession planning is standard advice for clients, yet CEG Insights research found that the majority of advisors with 20+ years in practice have no written plan of their own.
In this Live From Philly fireside chat, John J. Bowen Jr., Founder & CEO, CEG Elevate Group, and Glenn Dorsey, Head of Client Relationship Management at Clark Capital, explore why growth alone doesn't create freedom or lasting value for advisors and what it takes to shift from operator to architect.
Featured
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Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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Gauging The Economy
1st Quarter 2026 Economic and Capital Market Review
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Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
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In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
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Frequently Asked Questions About Estate Planning
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In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson answer common estate planning questions, including revocable trusts, beneficiary-only strategies, account control, and how often to review and update plans.
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Core Estate Planning Documents: Part 2
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In this Office Hours Wealth Planning Series video, Senior Wealth Planners Patrick Schultz and Shelby Anderson walk through essential incapacity documents, including financial and health care powers of attorney, highlighting common mistakes and practical planning considerations.
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Core Estate Planning Documents: Part 1
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In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson review core estate planning documents, including wills, revocable trusts, and pour-over provisions, explaining how each works to protect privacy and intent.
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