August 15, 2014 | Presented by Alex Gangl, CFP® CFA®
June 27, 2012 | Presented by Ralph Latza, JD, LLM, CFP®; Theo Gallier, MBA; Frank Jones, PhD, MBA, MS
September 27, 2011 | Presented by Ralph Latza, JD, LLM, CFP®
May 18, 2011 | Presented by Jim Taylor, PhD
January 13, 2011 | Presented by Bryce Skaff and Theo Gallier
IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Private Ocean), or any non-investment related content, made reference to in the webinar presentation will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Please remember that it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request.