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Web Seminars
There are currently no upcoming web seminars.
Archived Web Seminars
A Pathway to True Independence: Joining an Established RIA
Sponsor: TD Ameritrade Institutional
February 3, 2010 AVAILABLE ON DEMAND
Duration: 1 Hour
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.
Strategies to Protect Your Data and Your Practice
Sponsor: Iron Mountain
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
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.
