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U.S. Wealth at Record High, But Younger Clients More Demanding
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The good news for wealth managers is that both the population and wealth of high-net-worth individuals are at record highs, and trust in advisors also rose sharply last year. However, those wealthy cl …


Sep 24, 2014 Sponsored Education Online
Free to Members
The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC

Oct 07, 2014 Sponsored Education Online
Free to All Attendees
Charitable Remainder Trusts (CRT): Back to the Future
Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society

Oct 15, 2014 Audio/Web Conference
Defined Benefit Plans: An Underutilized Planning Tool
Mary Read, CPC, QPA
Defined benefit plans as tax-effective planning tools.

Oct 29, 2014 Sponsored Education Online
Free to Members
Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
Sponsored by Securities America.

Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations

Dec 03, 2014 Audio/Web Conference
Topic - Life Insurance in Pension Plans (details coming soon)

Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.

Feb 18, 2015 Video Teleconference
Topic TBD. Details coming soon.

May 14–
May 15, 2015 Clinic
An in-depth educational meeting on issues of high importance to financial professionals.

May 20, 2015 Video Teleconference
Topic TBD. Details coming soon.


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