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October, 2020

Estate Planning Conference

Location: 
Online
Date: 
Tuesday, October 20, 2020 - 9:00am - Wednesday, October 21, 2020 - 2:45pm

On October 20th and 21st, 2020 we are bringing the Estate Planning Conference to you online.  Make sure to register early to reserve your spot.  As always, our focus will be to deliver excellent content through plenary presentations, interactive sessions, debates and more.  Our distinguished faculty will offer leading edge coverage of estate, gift and inheritance planning issues

Removing Friction with Digital Tools

Location: 
Online
Date: 
Wednesday, October 7, 2020 - 2:00pm - 3:00pm

Join us on October 7 to hear from Brandon Chapman, chair of the Advocis Technology Task Force speak on digital tools for Financial Advisors

About this Event

COVID-19 has dramatically changed the ability for the traditional in person planning process for most financial advisors.

Update 2020: Client-Partnering in Economic Uncertainty

Location: 
Online
Date: 
Thursday, October 1, 2020 - 9:00am - 4:30pm

About this Event

Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing issues impacting financial planning today. Following each interview, you will participate in a group discussion activity to reinforce an area or areas addressed during the interview.

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