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TAG Virtual Calls
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01:09:26
February 2026
Tim Lyles-Trust & Will (Start of Call) Adam Katch: TAG/Osaic items (37:55) End of Call (1:09:26)
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01:04:54
January 2026
(Start of Call) Malu Kineret- Carefull (28:00) Adam Katch-TAG
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01:04:48
November 2025
Kurt Gunderson (Start of Call) Jim Ranweiler (25:10) Adam Katch (37:08) End of Call (1:04:48)
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56:11
October 2025
Greg Tzanoukakis: AI Prompting (Start of Call) Adam Katch: TAG/Osaic items (32:30) End of Call (56:12)
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38:21
September 2025
Reminders, Adam Katch (Start of Call) Cash Bonus Overview (2:40) Service Excellence Recap (6:55) Ops & Compliance Updates (13:30) End of Call (38:14)
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51:46
August 2025
James Anania, Brad Panske-Invesco (Start of Call) Adam Katch, TAG Topics (31:05) End of Call (51:46)
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