The pandemic accelerated a number of major industry trends, making it critical for today’s advisor to nimbly adapt to a rapidly evolving landscape. This year’s conference will equip you with the insights you need to thrive in this fluid environment, with sessions on business strategy, best practices, digital transformation, client experience, evolving regulation and more.

This virtual conference will take place over four days in 2-hour blocks followed by a question period.

Thank you to our sponsors!

 

How to join the live presentations?
 

  1. Once you completed your registration, you will receive daily Zoom links for the conference.

  2. For an optimal viewing experience, we recommend that you use a laptop or desktop computer. However, the live stream is compatible on any mobile device. Click here to download the latest version of Zoom.

  3. Great news! You won't have to submit CE credit codes after each presentation. In order to receive your CE credits, you will need to be connected to the live presentations by using the daily Zoom link that you received by email. Your certificates will be sent to you by email once the accreditation process is completed.

Door prizes!

 

Door prizes will be drawn during the conference. These prizes are only available to Mutual Fund Representatives. Stay tuned for more details!