Professional Advisor Training

Within the context of all pertinent laws and regulations, the Resonate Team is available to consult with other advisors regarding the Purposeful Planning™ System. We offer customized training for individuals and institutions as well as joint work and back office capacities.

Connect-Gens, LLC

Learn more: www.purposeful-planning.com

Barb Culver Speaker Request

Barb Culver is a well-known speaker, offering energetic and interactive presentations on various values-based topics and women & investing.

Barb Culver Speaker Bio (PDF)

Request A Speaking Engagement
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Advisory Disclosure:
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Securities, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).

Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.

130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.

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