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We have partnered with Interwise Inc., to leverage the power and convenience
of the Internet with the interaction of a traditional classroom environment.
We offer a wide selection of "live" online instruction, learning
and collaboration with just the click of a mouse! eLearning allows you
to reduce – or eliminate – the travel expenses associated
with traditional classroom training, as well as minimize the time spent
away from your business and your clients. Live sessions are interactive
and offer you the opportunity to communicate with the facilitator and
other financial professionals. In addition, a library of recorded learning
modules are available 24 hours a day, seven days a week.
Speak to the Expert eFORUMs are live Web-based presentations conducted
by industry experts. During these sessions, participants are encouraged
to interact with the guest speaker. Recent Speak to the Expert eFORUM
session topics included: Sizing Up the Retirement Market, Strategic Positioning:
Preparing for the Evolution of Your Business, What’s Working: Best
Practices, Six Traits of Successful Selling, Lifetime Income Planning
that Lasts and Modern Portfolio Theory & the Efficient Frontier.
Join Jeff Rattiner, CPA, CFP® as he explores the many high-level and
complicated financial planning situations you may encounter when working
with clients! These sessions have been developed through direct feedback
on the many complex issues faced by advisors in which there are no clear-cut
textbook answers to the most significant real-life financial encounters.
This series of two-hour (Level 300) classes, held six times per year,
focuses on a different discipline in an interactive format and often qualify
for CFP continuing education credits. Topics include: retirement, employee
benefits, estate, investments, income tax, insurance, and much more.
Operations eFORUMs are live Web-based presentations conducted by a member
of the home office Operations Department. These sessions focus on different
aspects of conducting business through our broker-dealer. Recent Operations
eFORUM session topics included: Account Designations & Registrations
and Tax Season Overview for Brokerage Accounts.
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