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)

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

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

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