Sponsored by:
Carlson Capital Management, Inc.
and Zero Alpha Group, LLC
“Is your money safe?”
Speakers:
Ron Hagan, Senior Vice President and Chief Operating Officer, Roland Criss
Brian Stimpfl, Managing Director, Institutional Business Solutions, TD Ameritrade
Erin Amerlan, Director, Corporate Insurance-Charles Schwab & Co.
Moderated by: Mark Stadtlander, The Foster Group
In this Online Town Hall meeting, we will discuss the issues of custodian security and
the reduction of risk our clients experience by working with a CEFEX-certified ZAG advisor.