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Events

SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.

 Web Seminars

 Podcasts

 Live Events

Web Seminars

  • A Pathway to True Independence: Joining an Established RIA

    February 3, 2010  AVAILABLE ON DEMAND

    During this session, former wirehouse advisor Ron Wyatt shared his recent experience of joining an established RIA firm. Ron was accompanied by Stephanie Rossi, of the hiring RIA firm JFS Wealth Advisors, who recently brought Ron over. They will discuss the benefits of joining an established RIA, and what to think about when making a move. Patrick J. Burns, Esq., provided insights into legal considerations advisors should think about when transitioning to true independence.

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  • Strategies to Protect Your Data and Your Practice

    November 19, 2009  AVAILABLE ON DEMAND

    Don’t miss this timely and informative web seminar featuring industry experts John Gebauer, Managing Director of National Regulatory Services, and Jim Cuff, Vice President of Strategy at Iron Mountain Digital, who will cover topics key to your business success

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  • Long-Term Care and Clients: Having the Conversation

    July 30, 2009  AVAILABLE ON DEMAND

    Discussing long-term care with clients is more critical than ever. The high costs of facility or home care, combined with changed economic circumstances, may mean that clients lack the financial resources to pay for the cost of care out of pocket. Tune in to this educational web seminar to hear industry experts discuss how to discuss these issues with your clients.

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Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

Podcasts

  • Financial Behavior in Retirement Summit: Estate Planning Panic Button

    November 17, 2009  

    As an advisor/financial planner, estate planning is a key element of your practice. However, this is an area where planners often get off track. When it comes to retirement-aged clientele who may be in a state of panic as their health declines, you need to make sure you've properly planned for a multitude of variables that can negatively impact your business and your client's wealth: …

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  • Financial Behavior in Retirement Summit: The Battle Royale Over Standards

    November 17, 2009  

    Leading watchdog organizations discuss standards of practice for financial planners and advisors. These critical issues must be implemented into every planning practice in order to not only comply, but to succeed in the marketplace. A must-attend final session! …

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  • Financial Behavior in Retirement Summit: Financial Regulation of the Future and Protecting Senior Finances

    November 17, 2009  

    Author, Robert Pozen, of: "Too Big to Save? How to Fix the U.S. Financial System" describes what he believes financial regulation will look like one year from now. He'll discuss solutions for ongoing problems left by the financial crisis and how that affects retirees today. Hear his advice on arming yourself for the coming battle over Social Security and his ideas about how to close the system's long-term deficit. A must-attend for financial planners and…

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Live Events

There are currently no live events.

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