Small Discussion Groups
A small-discussion group (SDG) is an on-line meeting hosted by one of our partners, typically an asset management firm. It takes place over Zoom or similar technology. It is a way for our partners to host meetings where subject-matter experts can answer questions from advisors, and where advisors can interact with their peers to learn best practices. There is no cost to participate in a SDG.
Why you should join
- Easy to join and a great way to connect
- Answer your questions in a small group hosted by subject-matter experts
- Interact with your peers to learn best practices
- No cost to the advisor to attend
Upcoming Small Discussion Groups
Click on the listed SDGs below to register or learn more.
Sponsored Content
Upcoming Webinars View All
July 18, 2022 at
01:00 PM EDT
- 1.0 CE credit
Ask an Expert: Solving the Advisor Retirement-Income Dilemma

July 19, 2022 at
02:00 PM EDT
- 1.0 CE credit
Volatility and Current Opportunities in Municipals

July 20, 2022 at
02:00 PM EDT
- 1.0 CE credit
Today’s Volatility and Where Commodities Fit in a Portfolio
July 26, 2022 at
02:00 PM EDT
- 1.0 CE credit
The Case for Non-US Investing

August 02, 2022 at
01:00 PM EDT
- 1.0 CE credit
How to Align Commission-Free Annuities with Client Needs

August 16, 2022 at
10:00 AM EDT
- 1.0 CE credit
The Outlook for the Economy and Active Management – Vitaliy Katsenelson

August 16, 2022 at
12:20 PM EDT
- 1.0 CE credit
How to Use Commission-Free Annuities to Protect and Grow AUM

August 16, 2022 at
01:30 PM EDT
- 1.0 CE credit
Tackling restrictive Fed policy, inflation and a recessionary sentiment with Defined Outcome ETFs

August 16, 2022 at
02:40 PM EDT
- 1.0 CE credit
Insuring Client Spending in Retirement with Portfolio Income Insurance

August 17, 2022 at
10:00 AM EDT
- 1.0 CE credit
The Drivers of Economy Growth – Tyler Cowen

August 17, 2022 at
11:10 AM EDT
- 1.0 CE credit
Insurance-Backed Line of Credit: An Innovative Way to Access Liquidity
August 17, 2022 at
12:20 PM EDT
- 1.0 CE credit
IRAs: Goldmine or Minefield

August 17, 2022 at
01:30 PM EDT
- 1.0 CE credit
A Step-by-Step Approach to Surprising and Delighting Your Clients

August 30, 2022 at
01:00 PM EDT
- 1.0 CE credit
How to Get Started with Commission-Free Annuities

September 06, 2022 at
01:00 PM EDT
- 1.0 CE credit
Annuity Foundations: Your Questions Answered
