Financial advisors today are expected to do more than manage investments; FAs must provide comprehensive guidance on a range of financial matters and life event decisions.

Leading practices are forming teams that surround their core members with an array of expertise drawn from their firm eco-system and third party resources, tailored to the specific needs of their key client(s). But how to do so with efficiency and at a reasonable cost?

Attend this session to learn:

• The five key benefits of creating a virtual team (core, firm eco-system, third party resources)
• Why defining the core or key client(s) is critical to forming a distinct value proposition and the makeup of the virtual team
• Key considerations for each part of the virtual team.

Even your most successful clients may not know how to get the most out of their retirement compensation packages. They need help, and you should be the one to help them.

Attend this session to:

• Learn strategies to attract and retain high-earning clients
• Gain knowledge to help you assist clients with complex retirement issues
• Discover ways to earn clients' confidence

Abram Claude will be available after the presentation to answer attendees' questions live

Many investors assume a will dictates where their assets will go. But without properly designated beneficiaries, investors may not reach their legacy goals.

Pension plans are being frozen and terminated, often creating lump-sum distribution options normally unavailable. Here’s how to prepare for what could be a major financial decision.