Conference / Video Call Replays
Welcome to our conference call/online meetings page!
Below you will find the recordings of our market conference calls and/or videos.
In case you wish to skip around on the recording you will see the navigation order below:
August 25, 2022
- Lizzie Eaton – Welcome
- Douglas Eaton
- Presentation:
- Retirement Income Seminar in an unstable world_What is Your Number (Through minute 15:59)
- Eaton Financial Group Planning portfolio update (15:59 – 21:27)
- Cybersecurity best practices and TD/Schwab discussion (21:28 – 29:11)
- Q&A (29:11 – 42:59)
- Zoom Replay (Your Tube)
- Presentation:
May 19, 2022
- Lizzie Eaton – Welcome
- Douglas Eaton
- Presentation: 2022 Bear Market Presentation – Your Financial Plan/Investment Portfolios, and how we address bear markets, global political shocks and economic distress (recession, inflation, etc.)
- Eaton Financial Planning portfolio update
- Q&A
- Zoom Replay (You Tube)
January 26, 2021
- Lizzie Eaton – Welcome
- Tom Schorn and Douglas Eaton
- Presentation: Post Election Results, Recap of our Pre-election Thoughts, and Predicitions for the Year Ahead
- Fiduciary Planning, LLC/Eaton Financial Planning portfolio update
- Zoom Replay (You Tube)
September 15,2020
- Lizzie Eaton – Welcome
- Douglas Eaton – Introductory Comments
- Tom Schorn and Douglas Eaton
- Presentation: Election Chaos: The Market Related Effects of the 2020 Presidential Election
- Fiduciary Planning, LLC/Eaton Financial Planning portfolio update
- Zoom Replay(YouTube)
June 9, 2020
- Lizzie Eaton – Welcome
- Tom Schorn – introductory comments
- Douglas Eaton
- Presentation: How to Win by Not Losing
- portfolio update
- Discussion – Tom and Doug
- Zoom Replay (YouTube)
May 12, 2020
- Jay Mooreland, MS, CFP (The Behavioral Finance Network) speaks on Behavioral Finance and “Mind games”
- I speak second (portfolios, financial plans, various market sectors)
- Tom Schorn speaks third, wrap-up
- Zoom Replay (YouTube)
April 28,2020
- Tom Schorn speaks first
- I speak second (portfolios, financial plans, various market sectors)
- ***No guest
- Call Replay
April 14, 2020
- Tom Schorn speaks first
- Rich Antonucci from Prudential Annuities speaks second
- I speak third (portfolios, financial plans, fixed income)
- Call Replay
April 7, 2020
- Tom Schorn speaks first
- Galey Gravenstein from Goldman Sachs speaks second
- I speak third (portfolios, financial plans)
- Call Replay
March 31, 2020
- Tom Schorn speaks first
- Tom Schatz from Voya speaks second
- I speak third (portfolios, financial plans)
- Call Replay
March 24, 2020
- Tom Schorn speaks first
- Tony Marek from Blackrock speaks second
- I speak third (portfolios, financial plans)
- Call Replay
March 17, 2020
- Tom Schorn speaks first
- I speak second (portfolios, financial plans)
- Galey Gravenstein from Goldman Sachs speaks third
- Call Replay