EVENTS & WEBINARS

Attend upcoming events and webinars that provide you with new strategies for managing your practice and strengthening client relationships.

We also offer a series of interactive meetings in your area designed to help you grow your business, sharpen your strategy and develop lasting relationship with your clients.
Find a location near you.

CONTACT US

Public Events & Webinars

Build a Better Business with PortfolioEngine®

Learn how to build a better business with a new and improved PortfolioEngine. Join these live webinars to learn how to create portfolios, compare with outside accounts and help clients and prospects plan for their future needs.

Speakers
Matt Matrisian, SVP of Strategic Initiatives

Select from multiple dates
July - August
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Elevating Your Client Experience

Learn how you can take your client experience to the next level. Join this webinar to discover how your clients perceive you and your practice. We will explore new ways that you can engage with clients and provide exceptional client service.

Speaker
Jen Gloss, Vice President, Practice Management Consultant

Thursday, Aug 23
1pm PT | 4pm ET
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Creating a High-Net-Worth Service Model

Learn the elements of a service model and what services appeal to HNW clients. Get ideas for reinforcing your brand and the value you provide. We’ll also cover strategies for communicating effectively with HNW clients.

Speaker
Rico Casares, VP, Practice Management Consultant | AssetMark

Thursday, Aug 30
1pm PT | 4pm ET
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Engaging the Next Generation

Join this webinar to learn how you can effectively engage the next generation and the children of your current clients. We will review trends, concerns, and opportunities prevalent among the younger generation, and review ways you can begin building new relationships.

Speakers
Gretchen Golembewski, Vice President, Practice Management Consultant

Thursday, Nov 15
1pm PT | 4pm ET
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6/2018

How Tax Reform May Influence US Markets