Jan 10, 2018

Palm Beach, FL

Barron’s Top Financial Advisors Summit

The Barron's Top Advisors Summit brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry's most accomplished advisors – ​​in the interest of raising the standards of excellence in the wealth management profession. This invitation-only event features a two-day curriculum, designed and presented by Barrons-ranked advisors and industry leaders. It includes strategies for improving outcomes, ideas on growing your business, and discussion on the challenges facing the wealth management industry.

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Feb 22, 2018

San Francisco, CA

SIFMA Social Media & Digital Marketing Seminar

SIFMA’s Social Media Seminar is the leading forum for Business, Marketing and Compliance professionals in Wealth Management to explore how to maximize the use of social media platforms while adhering to an ever-changing compliance framework. The 2018 program will feature discussions with the leading names in social media and experts in financial services. Panelists and speakers will examine marketing, business, and practitioner experiences as well as ways to address the myriad of legal and compliance issues faced by a heavily regulated industry.

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Mar 2, 2018

Ponte Vedra, FL

LIMRA Distribution Conference for Financial Services

The financial services industry is due for an update when it comes to the way business is done. This paradigm shift represents disruptive change — and opportunity at the same time. Some companies have made a sophisticated effort to make positive changes while others — well, others still have a long way to go. Where do you stand on the spectrum? This year’s conference will address the future of sales in our industry. Our focus should be on helping the consumer throughout the buying process, rather than trying to sell and push products. This concept is a consumer-centric advisor model. The “new” client-advisor experience is one that emphasizes precise, goals-based advice — meaning advice targeted to the individual at the right time — and delivered with mobility and transparency. The 2018 Distribution Conference for Financial Services provides you with the opportunity to network with your peers and leading industry experts as we gather to discuss how the future customer will reshape financial services — particularly the life insurance system.

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Mar 21, 2018

Orlando, FL

SIFMA C&L Annual Seminar

SIFMA’s C&L Annual Seminar is the premier event for compliance and legal professionals working in the financial services industry. Celebrating its 50th anniversary, the 2018 Annual Seminar provides a unique opportunity for industry leaders and regulators to gather for three-days of information sharing, collaboration and networking. Throughout the program, participants will hear from the industry’s biggest names on topical issues critical to their job functions. With more than 65, CLE eligible, breakout sessions there is truly something for everyone.

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Apr 13, 2018

Naples, FL

SIFMA Private Client

SIFMA’s Private Client Conference convenes leaders from across the private wealth management industry to examine the most topical issues facing the business. Join us for a new program focusing on financial advice amidst rapidly changing technology, regulations, and demographics.

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May 23, 2018

Washington, DC

FINRA Annual Conference

FINRA's premier event—the Annual Conference provides the opportunity for practitioners, peers and regulators to exchange ideas on today's most timely compliance and regulatory topics. The conference offers industry professionals a variety of sessions related to current trends in technology, cybersecurity, risk management and much more.

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Jun 1, 2018

Baltimore, MD

LIMRA Marketing Conference

As marketing strategists, you help drive the creation of new and innovative marketing and tools to support business objectives. The content of this year’s conference is aligned to reflect the evolving customer-centric market. Our tracks include: Digital Initiatives, Consumer Insights, Customer Experience & Marketing Strategy. To add to the excitement and buzz at The Marketing Conference, LIMRA is proud to sponsor the 2018 Creative Connections Award — recognizing creative excellence, innovation, and achievement in holistic financial services marketing. Platinum, Gold, Silver, and Bronze winners will be recognized at a special awards ceremony at the event.

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