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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
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A Pathway to True Independence: Joining an Established RIA
February 3, 2010 AVAILABLE ON DEMANDDuring 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 DEMANDDont 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 DEMANDDiscussing 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
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Financial Behavior in Retirement Summit: Estate Planning Panic Button
November 17, 2009As 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, 2009Leading 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, 2009Author, 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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