On the Move

The staff at BETZEL FINANCIAL GROUP, Ltd. is always "On The Move" in both their professional and personal lives.  Here is a brief sampling of some recent activities at our firm:

Mastery Program, June 2005, Dallas Texas

In June of this year, Mr. Betzel was invited to attend AssetMark's Mastery Program.  During the three and one/half days of intensive training, Mr. Betzel was exposed to the "Best Practices" of some of the world's top investment firms.  "Having the opportunity to learn from our industry's elite experts was the highlight of the workshop", Mr. Betzel said.

Entaire® Global University, July 2005, Atlanta, Georgia

In July, Mr. Betzel was certified as a Technical Assistant by Entaire® Global University (EGU).  The training dealt with program design, financing, and plan administration in the A/R leveraged compensation business.

Premiere Consultant Group, July 2005

In July 2005, Mr. Betzel was invited to join the Premiere Consultant Club which meets each quarter in Chicago, Illinois.  Participants discuss market trends, receive reports from the country's leading investment experts, analyze case studies and share ideas from firms located around the nation.