Upcoming CE Webinars

Tuesday, April 26th

2:15 PM ET

Understanding the True Drivers of RIA Growth
This webinar will offer the first live look at the key findings from the 2022 RIA Edge Study, which examined the growth rates of hundreds of RIA firms, as well as their expectations for the future. REGISTER

Sponsored by Thrivent

Embrace the Role of Risk Manager with Hedged Equity Solutions
Magnifi by TIFIN is excited to be joined by Swan Global Investments and Advisor Resource Council to discuss risk drivers and opportunities, AI technology, and more. REGISTER

Sponsored by Magnifi

Wednesday, April 27th

3:00 PM ET

Thursday, April 28th

2:00 pm ET

Direct 

Indexing

Direct Indexing vs. Personalized Portfolios: Trends to Help Win New Clients
In this webinar, investing experts explain how customized investing can help advisors win new clients and deepen existing relationships. REGISTER

Sponsored by Vise

Finding Consistency and Stability in the current Global Environment
This webinar will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why investors could benefit from that approach. REGISTER

Sponsored by Schafer Cullen 

Tuesday, May 3rd

2:00 pm ET

Tuesday, May 10th

2:00 pm ET

The Industry Landscape: What’s driving movement and where are advisors going?
This webinar takes a 2-step approach to providing an overview of the wealth management landscape and identifying some of the most attractive landing spots for advisors. REGISTER

Sponsored by Diamond Consultants

How to talk to your clients about ESG, Crypto and NFT
This webinar will focus on how to talk to clients about crypto and NFTs, the role of ESG, and more. REGISTER

Sponsored by Bill.com 

Wednesday, May 11th

2:00 pm ET

Thursday, May 12th

2:00 pm ET

Storytelling Lessons from DreamWorks: How to Build Trust and Win Clients
DreamWorks Animation co-founder and CEO Jeffrey Katzenberg joins Vise co-founder Samir Vasavada to discuss the role of storytelling in building businesses, from media and technology companies to financial advisor practices. REGISTER

Sponsored by Vise

Scaling Financial Planning Into a Revenue Center for Your Enterprise
Join us to learn from top industry executives as they share their journey in repositioning and re-introducing financial planning to their firm’s thousands of advisors through subscription models, retainers, and other fee-for-service arrangements. REGISTER

Sponsored by Advice Pay

Wednesday, May 18th

12:00 pm ET

Thursday, May 19th

2:00 pm ET

Alleviating Retirement Planning Fears and Risks in a Turbulent Market
In this webinar, you’ll learn about what adjustments need to be made to retirement plans based on your client conversations, as well as how to alleviate clients’ worry about market turbulence and the risks associated with retirement income distribution. REGISTER

Sponsored by Advisor Group

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