Upcoming Events

July

Webcast

What This Election Means for the Economy, and Your Investors

Tuesday, July 26, 2016

Election frenzy has already begun. In the months leading to November, you may need to prepare investors for market volatility and find ways to help clients stay disciplined through a tumultuous political climate.



Join InvestmentNews and Nationwide® for an exclusive webcast to examine how elections have impacted the economy and markets in the past — and to discuss how leadership changes ahead could affect the economy and investors of today.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit.

Webcast

Next Steps: How to Keep Your Practice a Step Ahead of Fiduciary Regulation

Thursday, July 28, 2016

With the Department of Labor and the SEC fiduciary standards on the horizon, the ways financial advisers need to adjust to a regulatory landscape is changing rapidly. Your clients, your business and your future hang in the balance as the industry braces for the most game-changing legislation since the Investment Advisor Act of 1940.



Good practices are staying abreast, but great practices are finding a way to stay ahead of the pack.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit.

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

Conference

2016 Best Practices Awards and Workshop

Tuesday, October 18, 2016

The 4th annual Best Practices Awards and Workshop will take a deep dive into the 2016 Financial Performance Study of Advisory Firm results and identify the most elite firms of the industry.

  • Venue: New York Athletic Club

    Location: New York, NY

    Conference E-mail:

    Visit Website

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

Conference

2016 Women Adviser Summit

Thursday, November 10, 2016

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

  • Venue: The Fairmont San Francisco

    Location: San Francisco , CA

    Conference E-mail:

    Visit Website

Conference

2016 Alternative Investments Conference

Tuesday, November 15, 2016

It's time to look beyond the traditional. Attend the 6th annual Alternative Investments Conference and get the education you need on the latest alternative products and strategies.

  • Venue: JW Marriott

    Location: Miami, FL

    Conference E-mail:

    Visit Website

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

August

Webcast

Help your married clients generate lifetime income (with fewer compromises)

Tuesday, August 16, 2016 There is no expires value.

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.



Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?