Upcoming Events

May

Conference

2016 Retirement Income Summit

Monday, May 2, 2016

InvestmentNews is pleased to celebrate 10 years of the Retirement Income Summit - the industry's premier retirement planning conference.


Much has changed - and much remains to be learned. Join us May 2-3 to discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.

  • Venue: Westin Chicago River North

    Location: Chicago, IL

    Conference E-mail:

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  • Accepted by the CFP Board for 12 CE credits, and by IMCA for 12.5 CIMA/CIMC/CPWA credits.

Webcast

Advisers, Should You Stay or Should You Go?

Tuesday, May 10, 2016

What to Do When Your Business Reaches a Plateau



Sometime in their careers, advisers may feel stalled. Revenue and earnings may be growing slowly or not at all, the daily grind prevents getting out and meeting people - the reason most advisers chose the business in the first place - and little or nothing in the current work environment seems to be changing for the better.



At those times, advisers may think about switching firms. In this exclusive webcast, a team of experts will review the wide range of options now available to advisers considering a move.

Webcast

Social Security Bootcamp: How to Maximize Social Security Now

Tuesday, May 17, 2016

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients larger retirement income plan.



This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how Social Security is claiming rules are changing. As a result of the Bipartisan Budget Act of 2015, retirees will no longer be able to file and suspend their Social Security benefits in order to trigger benefits for a spouse or dependent child while their own retirement benefits continue to grow. Learn what you can still do to help your clients maximize their Social Security benefits.

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  • Pending by the CFP Board for 1 CE credit. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

July

Conference

2016 Women Adviser Summit

Tuesday, July 12, 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 Langham

    Location: Boston, MA

    Conference E-mail:

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October

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:

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November

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:

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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:

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