Don't Miss Out on Our Upcoming CE Webinars!
| | | Webinar Spotlight The latest financial webinars built for wealth professionals and RIAs. |
|
|
|
Building a Future-Proof Wealth Management Firm | Elevating Your Firm’s Services with Alternatives
Wednesday, November 13, 2024 | 2:00 PM ET • 60min
Uncover how integrated technology can help you build a more scalable, efficient, and profitable advisory practice while meeting the growing demand for alternative investments. | | Register | | Sponsored by SS&C Advent Black Diamond |
|
|
|
How to Best Integrate Tax Planning Into Your Financial Planning Process
Thursday, November 14, 2024 | 2:00 PM ET • 60min
Discover proven strategies to uncover tax-saving opportunities, incorporate them into comprehensive financial plans, and offer more value to your clients. | | Register | | Sponsored by The American College |
|
|
|
Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting
Tuesday, November 19, 2024 | 2:00 PM ET • 60min
Learn about a new era of prospecting with AI-powered tools that help you find thousands of warm leads—no more cold calling required. | | Register | | Sponsored by Aidentified |
|
|
|
Trends in Trust and Estate Planning 2024
Wednesday, November 20, 2024 | 1:00 PM ET • 60min
Discover the findings of the in-depth survey of the financial advisor and estate-planning attorney communities, and discuss what they should be doing to meet their clients needs. | | Register | | Sponsored by Bank of America |
|
|
|
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Tuesday, December 3, 2024 | 2:00 PM ET • 60min
Unpack the key insights from the CTO Think Tank at RIA Edge West, where CTOs of billion-dollar+ RIAs discussed using technology as a differentiator and shared best practices for navigating today’s tech challenges. | | Register | | Sponsored by BNY Pershing & Box |
|
|
|
| Not able to attend the live webinars? Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
|
|
|
|
