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Webinar Spotlight

The latest financial webinars built for wealth professionals and RIAs.

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Tuesday, January 16 • 2:00 pm ET • 60min

Discover how the evolving role of CTOs is reshaping wealth management: Insights from CTO think tanks on tech trends and strategies for 2024.

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Sponsored by Salesforce & Flyer Financial Technologies

Highlights of Heckerling

Wednesday, January 31 • 2:00 pm ET • 90min

Gain essential knowledge on 2024's estate planning trends, from legislative changes to innovative strategies in social welfare philanthropy, at the Heckerling Institute.

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Sponsored by ALSAC/St. Jude Children's Research Hospital

On-Demand Webinar

Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology

Explore the future of financial advisory in our webinar, focusing on long-term strategies, hybrid models, diversification, technology, and succession planning.

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Sponsored by Marsh McLennan Agency LLC

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