Peter McGratty CFA

@BreakAwayBroker

The #1 obstacle for advisors considering independence is fear of the unknown. If you are one of them, the BreakAway Advisors Symposium is for you!

Columbia, Maryland

Joined May 2012

232 Following

241 Followers

259 Posts

Peter McGratty CFA @BreakAwayBroker

over 8 years ago

Don't miss out! @MichaelKitces hosts Impact of Market Valuation on Safe Withdrawal Rates. Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. Today @ 2:30pm https://t.co/gBaiKXawlj

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Peter McGratty CFA @BreakAwayBroker

over 8 years ago

TODAY @ 2:30pm @MichaelKitces hosts Impact of Market Valuation on Safe Withdrawal Rates. Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. Register now! https://t.co/gBaiKXawlj

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Peter McGratty CFA @BreakAwayBroker

over 8 years ago

Don't miss out! Webinar Tomorrow! Impact of Market Valuation on Safe Withdrawal Rates with @MichaelKitces. Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. https://t.co/gBaiKXawlj

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Peter McGratty CFA @BreakAwayBroker

over 8 years ago

WEBINAR: Impact of Market Valuation on Safe Withdrawal Rates with @MichaelKitces February 6 - 2:30pm ET Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. Join us! https://t.co/gBaiKXawlj

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Who to follow

Darin Shebesta, CFP®, AIF®, CAP®

CFP | CAP | NexGen | FPA | Ethics | Scottsdale Leadership | Giving While Living | Making a Difference | Go ASU Sun Devils | Coach https://t.co/IcTNGzd1bm

Founder & Chairman of the Board of @DiamondConsults, a leading recruiting and consulting firm, helping financial advisors find their #BestBusinessLife

Diamond Consultants

@DiamondConsults

Our mission is to help advisors live their best business life. We want every elite advisor to find he right place for their business and their clients to thrive

Peter McGratty CFA @BreakAwayBroker

over 8 years ago

WEBINAR: Impact of Market Valuation on Safe Withdrawal Rates with @MichaelKitces February 6 - 2:30pm ET Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. Join us! https://t.co/gBaiKXawlj

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Peter McGratty CFA @BreakAwayBroker

over 8 years ago

WEBINAR: Impact of Market Valuation on Safe Withdrawal Rates with @MichaelKitces February 6 - 2:30pm ET Kitces will discuss sequence of return risk and considerations required to defend against this risk during periods of high market valuation. Join us! https://t.co/gBaiKXawlj

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Peter McGratty CFA @BreakAwayBroker

over 9 years ago

Colorado proposes formal adoption of NASAA Model Rule on Business Continuity and Succession Planning https://t.co/gKC25RaDNo

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Peter McGratty CFA @BreakAwayBroker

over 9 years ago

Our latest blog: Failure To Adopt Continuity & Succession Plans May Lead to Stiff Penalties https://t.co/tUgAWqRlOo

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Peter McGratty CFA @BreakAwayBroker

almost 10 years ago

New blog about our new webpage: Tracking Regulatory Changes for Continuity & Succession Plans https://t.co/r4nNWfj459

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Peter McGratty CFA @BreakAwayBroker

almost 10 years ago

New blog about our new webpage: Tracking Regulatory Changes for Continuity & Succession Plans https://t.co/r4nNWfAEWH

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Peter McGratty CFA @BreakAwayBroker

almost 10 years ago

New blog about our new webpage: Tracking Regulatory Changes for Continuity & Succession Plans https://t.co/r4nNWfj459

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

WEBINAR TODAY 2:30 pm SEC rule on Succession Plans for RIAs w/ @MichaelKitces and @AdvisorAssist https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

Don't Miss It- Webinar - SEC Proposes Rule on BizContinuityPlans Tomorrow w/@AdvisorAssist and @MichaelKitces https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

Don't Miss It- Webinar - SEC Proposes Rule on BizContinuityPlans Tomorrow w/@AdvisorAssist and @MichaelKitces https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

SEC Proposes Rule on BizContinuityPlans - WEBINAR 7/27 at 2:30pm w/@AdvisorAssist and @MichaelKitces https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

SEC Proposes Rule on BizContinuityPlans - WEBINAR 7/27 at 2:30pm w/@AdvisorAssist and @MichaelKitces https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

SEC Proposes Rule on BizContinuityPlans - WEBINAR 7/27 at 2:30pm w/@AdvisorAssist and @MichaelKitces https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

Our latest blog with @AdvisorAssist - SEC Proposed Rule on Business Continuity Plans Explained https://t.co/LojIIjjb1e

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

WEBINAR with @MichaelKitces & @AdvisorAssist - New SEC rule could require #succession plans for Advisors - Register https://t.co/O7UdEwEIKg

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Peter McGratty CFA @BreakAwayBroker

about 10 years ago

New SEC rule could require #succession plans for Advisors - WEBINAR with @MichaelKitces & @AdvisorAssist Register https://t.co/O7UdEwEIKg

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