Don't Miss Out on Our CE Webinars! Access 2 New Credit Opportunities Now!
| | | Webinar Spotlight The latest financial webinars built for wealth professionals and RIAs. |
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The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side
Tuesday, January 16 • 2:00 pm ET • 60min
Discover how the evolving role of CTOs is reshaping wealth management: Insights from CTO think tanks on tech trends and strategies for 2024. | | Register | | Sponsored by Salesforce & Flyer Financial Technologies |
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Highlights of Heckerling
Wednesday, January 31 • 2:00 pm ET • 90min
Gain essential knowledge on 2024's estate planning trends, from legislative changes to innovative strategies in social welfare philanthropy, at the Heckerling Institute. | | Register | | Sponsored by ALSAC/St. Jude Children's Research Hospital |
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| On-Demand Webinar | Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology
Explore the future of financial advisory in our webinar, focusing on long-term strategies, hybrid models, diversification, technology, and succession planning. | | Register | | Sponsored by Marsh McLennan Agency LLC |
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