Upcoming Events



How best to serve successful female clients

Tuesday, October 21, 2014

As women continue to rise up the professional ranks and take on a larger role in managing household wealth, financial advisers seeking to serve this growing market must understand their unique needs.

This panel will discuss:

* The demands female professionals including executives, entrepreneurs and business owners face in building wealth and financial security
* The specific retirement savings challenges these professional women confront, including planning for longevity and health care
* The challenges these women face in terms of balancing their careers and caring for themselves and others
* Tips for successfully cultivating and maintaining relationships with these female clients
Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.


Help Provide A Comfortable Retirement

Thursday, October 30, 2014

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.

Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?

This exclusive webcast will explore:

* How equities remain a critical component for retirement savings
* Why protection is so critical
* Today's strategies to help protect (and grow) your clients retirement savings
* And new strategies for a well- diversified (and protected) portfolio

Attendees may submit questions before and during the live event.

A free and invaluable resource.



Is Growth Ahead? A Stock Pickers Perspective

Tuesday, November 4, 2014

With interest rates and inflation likely to rise, the U.S. economy is at a crossroads. Advisers need to stay ahead of the curve to keep their clients safe. Find out about the sectors, industries and stock-picking strategies that have strong potential to benefit your clients.

This exclusive webcast will reveal:

* Hidden growth opportunities for the savvy adviser
* The stories behind each of these critical sector
* Trends that make the case for including an increasing slice of growth in your clients portfolios

By attending this webcast, you will also gain access to a variety of client-approved tools to help you facilitate conversations on this important topic.

  • Visit Website

  • Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.