Events - Conference

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Peak Advisor Alliance Excell Fall 2014

October 8th - 10th, 2014 - Omaha, NE
Excell conferences connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices....More
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Raymond James Women’s Symposium

October 8th - 10th, 2014 - St. Petersburg, FL
From that first meeting 20 years ago, the Women’s Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers....More

FS-ISAC Fall Summit 2014

October 13th - 16th, 2014 - Washington, DC , DC
The specter of a massive cyberattack is the most urgent concern confronting the nation's information technology infrastructure today. The FS-ISAC Summit delivers sought-after solutions that strengthen cyber-security measures and neutralize e-crime offenders....More

CFA Institute Conference: Fixed-Income Management 2014

October 16th - 17th, 2014 - Huntington Beach, CA
How will Federal Reserve tapering affect interest rates and emerging markets? Will China be able to deflate its credit bubble without severe economic disruption? Will weak demand and persistent unemployment in debt-burdened industrialized nations improve the outlook for bonds?...More

IRS Valuation Summit

Tuesday, October 21, 2014 - Washington, DC, DC
In 2010, the Southern California of the Appraisal Institute (SCCAI) held the inaugural IRS Valuation Summit for appraisers in Los Angeles drawing rave reviews from all who attended, and the event has grown in size and popularity every year since. In 2014 SCCAI offered to bring the program to Washington, DC to share the knowledge and value with the East Coast appraisal community and AIDC agreed to partner in the production....More

SIFMA Social Media Seminar

Thursday, October 23, 2014 - New York, NY
Coming back to New York from the west coast, this one-day event brings together experts across multiple fields to further explore the increasingly important issues our industry faces in light of the rapidly changing and growing tools of social media....More

The 10th Annual Jerry A. Kasner Estate Planning Symposium

October 24th - 25th, 2014 - Santa Clara, CA

SIFMA Complex Products Forum

Wednesday, October 29, 2014 - New York, NY
The availability and importance of complex products have grown as retail investors consider these investments to meet their long term goals. Join SIFMA on October 29 to address “complexity” and how it is presenting challenges to firms, financial advisors and investors....More

Schwab IMPACT 2014

November 4th - 7th, 2014 - Denver, CO
Ask anyone who's attended: the IMPACT conference is something you shouldn't miss. It brings advisors together with influential presenters, exhibitors, and subject-matter experts, for four days of collaborative learning on key industry issues and best practices....More

National Association of Estate Planners & Councils & The NAEPC Education Foundation 51st Annual Conference

November 5th - 7th, 2014 - San Antonio, TX
NAEPC offers a unique and affordable opportunity to connect with an estimated 500 attendees at the annual conference....More
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