Join us for the Q3 2023 Roundstone Advisory Council (RAC) Virtual Meeting

with Roundstone president Mike Schroeder and team

Thursday, January 18, 2024 | 2:00pm-2:45pm Eastern time 

It’s all taking place on Zoom. 

On the Agenda:

  • 2023 Highlights 
    • New business 
    • Update on the claim system  
    • Addition- Jonathan McCorkle  
  • 2024 Focus
    • UW system upgrade 
    • Financial system upgrade 
    • Granular 
    • Roundstone’s New HQ
  • Marketing
    • Advisor Spotlight Program  
    • MCF 2024 
  • Q&A


Please submit any questions and discussion topic suggestions in advance here.


We look forward to talking with you soon.

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