Webcasts

Upcoming Webcasts

    • Vision From A Better Angle

    • September 13, 2017
    • Sponsored by Eyemed
    • Join this complimentary webcast to learn a new way to evaluate vision benefits so you have truly useful information that will help you find the solutions that meet unique needs and business obstacles.

Archived Webcasts

    • How to Craft Benefits Packages that Bridge Generations

    • June 29, 2017
    • Join this complimentary webcast to dive into the imperative demand benefits professionals, employers, and HR representatives must meet when it comes to customizing benefits packages, as well as learn how to effectively communicate to a workforce that digests information differently.
    • Cultivate Digital Wealth Management Success through Automation

    • May 11, 2017
    • Sponsored by Laserfiche
    • Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population. What is needed to stay ahead of the curve and ensure a culture of success for firms in the coming years?
    • Fighting Low-Health Care Literacy: Why Education Matters

    • May 3, 2017
    • Sponsored by Aflac
    • Join this complimentary webcast to understand how to better connect with consumers so you can develop high-value packages that work for both sponsors and beneficiaries and learn how to help your clients meet the challenge of fulfilling employee needs and expectations.
    • Turbocharging Firm Productivity with Smart Tech Integration

    • April 12, 2017
    • Sponsored by Envestnet
    • Available on demand! Energize your firm’s productivity with technology by joining the experts at Envestnet as they share how to increase profitability and gain a competitive edge with evaluation tips for selecting the best technology tools to integrate with your existing platforms.
    • How to Avoid the Pitfalls of Poor Communication

    • March 15, 2017
    • Sponsored by Citrix ShareFile
    • Ineffective or inappropriate communication can kill a sale. Join this complimentary webcast, where experts will discuss key ingredients of effective communications, from messaging to delivery.
    • Charitable Trends and Tax Strategies for Year‐End Planning

    • October 26, 2016
    • Sponsored by Fidelity
    • This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable gifting, tax planning strategies in years of unique income and review important contribution deadlines for qualifying deductions.
    • The DOL Fiduciary Rule: What Now? What Next?

    • August 24, 2016
    • Sponsored by ThinkAdvisor, National Underwriter and The Wagner Group
    • Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with the new rule and struggling to gain an understanding.
    • How the Best Managers Navigate Volatility, Brexit and Impact Investing

    • August 10, 2016
    • Sponsored by Envestnet
    • Investing challenges are everywhere you look around the world. Brexit, central bank interest rate policies and the growing desire of investors to see their investments produce social change result in a portfolio-building dilemma for advisors.
    • How to Build an Efficient and Nimble RIA Practice

    • May 26, 2016
    • Sponsored by Laserfiche
    • Operating in a highly regulated industry while meeting regulatory mandates can be very labor intensive and a black hole for firms with tight resources. During this webinar you will gain a firsthand look at the perfect recipe to remain compliant without adding additional full time staff.
    • The DOL Fiduciary Rule Part II – Deciphering the Final Rule

    • May 11, 2016
    • Sponsored by American Portfolios Financial Services, Inc.
    • With the enactment of the DOL Fiduciary Rule unveiled on April 6th, there are several wins for the advisor community thanks to input from the financial industry, and many challenges as well.