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Date:
Tuesday, February 9, 2021 (All day) - Tuesday, February 23, 2021 (All day)
Join us on February 9th and 23rd, 2021 for U5A5 Topic: Client Engagement. The times for the selected dates are to be determined.
More details coming soon!
Date:
Tuesday, January 12, 2021 (All day) - Tuesday, January 19, 2021 (All day)
Join us on January 12th and 19th, 2021 for U5A5 Topic: Preparation. The times for the selected dates are to be determined.
More details coming soon!
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
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.
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.
Location:
Online / Webinar
Date:
Thursday, April 23, 2020 - 9:00am - 4:30pm
Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing i |
Date:
Thursday, April 9, 2020 - 11:00am - 12:00pm
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