So, you're minding your own business, filling up your gas tank, when your cell phone rings. Hmmm. Should you answer it? Because you've heard you shouldn't use cell phones near gas stations since they can produce small sparks that can ignite big fires. But wait. Could that actually be true?

Sounds like a job for Compliance MythBusters!

It's a tough job separating truth from urban legend, but the MythBusters are here to serve. Every day, nationally-recognized experts on investment adviser regulatory compliance, Brian Hamburger and his team of regulatory compliance attorneys at MarketCounsel take on a seemingly endless onslaught of myths and use real life laws, rules and regulations to counsel their clients on what's real and what's fiction. That's right, they do more than explain whether something is or is not legally plausible; they discuss practical implications as well.

Did investors expect too much from strategic asset allocation? How is it possible that nearly every asset class lost money in 2008? Is it even possible to design an effective long-term portfolio strategy given the extreme volatility of today's markets?

Although broadly diversified portfolio strategies may be easy to describe, they are not always easy to follow-particularly during market extremes. As risky as the markets are, there is one overlooked risk which is equally dangerous-an investor's abandonment of a diversified approach. This session discusses both the investment and behavioral challenges of creating workable, 'all weather' portfolio strategies that investors can implement with patience and discipline.

This session will focus on the tools and reports within the fi360 Toolkits that provide ways for you to win new business.

In particular, this session will cover how to:

If you're trying to grow your assets under management, this session will show you the must have Tools within the fi360 Toolkits.

Did you know there were ways to:

This session is a must for those users who want to ensure they are using all of the features in the fi360 Monitoring System. The session will also touch on future enhancements planned for the Watch List area and allow for plenty of attendee feedback and suggestions.

The current events are affecting all advisors and differentiation is critical. Mike DiCenso and Al Otto will discuss ways that leading edge advisors are servicing their client using fiduciary best practices.

From account aggregation and reporting tools; to service roadmaps; to value measurement strategies; to fiduciary reviews to annual documented strategy sessions. The top advisors are finding new and unique ways to add value to each client and stabilize these valuable relationships during turbulent times.

This basic session is intended for new or prospective users to the fi360 Toolkits. It will cover the fundamental features of the Toolkit including items such as:

If you're not familiar with the fi360 Toolkits, this session will give you a great overview of the various Tools and features available.

Cash Balance Plans are the hottest design in the Qualified Retirement Plan marketplace right now. Many high wage earners are looking for ways to protect themselves from the imminent tax hikes and recover their losses from the recent financial market challenges. Cash Balance Plans can be an ideal solution. Join the nationally recognized expert, Dan Kravitz, explain how you can take advantage of this trend and grow your business selling Cash Balance Plans.

For over 12 years Kravitz has made Cash Balance Plans the central focus of its firm, earning the distinction of being the nation's leader in this arena. Kravitz has launched the one-of-a-kind Cash Balance Coach Program and the only website dedicated to teaching retirement plan professionals how to market these plans: www.CashBalanceDesign.com.

The new Administration's tax proposals and the financial market turmoil make it incumbent upon every Advisor to learn how these plans can both significantly defer their clients' taxes and restore lost assets.

Marketing is an art and a science. However, that doesn't mean it has to be difficult or expensive. And with your AIF/AIFA Designation, you have a big opportunity to differentiate from your competition, educate your prospects, and make a big-time impact with a small-time budget.

In 'Top Ten Tips' you'll learn:

This basic session is intended for new or prospective users to the fi360 Toolkits. It will cover the fundamental features of the Toolkit including items such as:

If you're not familiar with the fi360 Toolkits, this session will give you a great overview of the various Tools and features available.

In uncertain times, the most effective thing you can do is add certainty where possible. Are you certain that you adequately protect the practice you've worked so hard to build? Your liability exposure has increased, your fiduciary exposure has expanded, and Errors & Omissions claims increase when the market drops. We've seen too many practices who think they have adequate protection only to learn their premium dollars were wasted on insufficient coverage. Value, in the insurance industry, is not measured by the lowest premium, but in terms of proper coverage.

With this in mind, we present 5 specific questions regarding your practice and the answers that will ultimately save you money, time, & headaches.

Does my policy cover my fiduciary exposure?
-ERISA Bonds, what am I required to carry for my Investment Advisor firm?
-Is the coverage provided by my Broker/Dealer sufficient?
-How do I use my insurance coverage as a marketing tool for new business?
-How does my clients purchasing Fiduciary Liability Insurance protect me?

In addition, we will address the secrets on how to distinguish your firm to receive discounts on your Errors & Omissions coverage. At the end of the session, you will have specific answers to these questions and be ready to implement steps to save you money, time and headaches.

An overview of regulatory reform currently under discussion in Washington, including highlights from the perspective of the SEC and Finra, the Department of Labor, the pro and con opinions of the professional associations, and what the practitioners can do to make a difference.

This session will focus on the features within the fi360 Toolkits designed to save you time. The broad areas to be covered include; My Client Manager Data Entry, searching and screening in the Investment Analyzer, creating batch reports and managing your Watch List.

If you want to reduce your time spent on data entry, reporting running or investment searching and screening, you must attend this session!

The largest financial purchase most Americans will make in their lifetime is not their home purchase but rather their retirement income purchase. Retirement plan participants must make extraordinarily complex financial decisions on a daily basis, yet there is now growing evidence that they are rather poorly informed when they make such choices.

This discussion will focus on delivering a discretionary actuarial and investment fiduciary best practices professional business model to ERISA clients.

The fiduciary model automatically collects and manages complex financial decisions for plan participants for improved outcomes of retirement income.

One of the biggest challenges advisors face in today's challenging environment is maintaining profitability while simultaneously upholding quality standards. In this dynamic presentation, Mr. Segal will provide practical examples for creating a more systematic and efficient practice that you can explain to your clients and staff. This will allow you to increase profits and enable fiduciary excellence in your practice.

Attendees will be provided with the following:

This presentation is interactive and engaging. It features high take-home value with ideas that you can begin to immediately apply.

The retirement plan industry has fallen short of providing clear and easy-to-understand information about 401(k) fees. As a result, plan expenses have become a major fiduciary hot-button issue, facing intense scrutiny and leading to legislative efforts to mandate disclosure. In this new environment, practitioners who promote fiduciary advice and fiduciary standards have an obligation to lead the industry forward and be the most vocal proponents of transparency. Full disclosure is not only a fiduciary best practice, it is a good business practice and those who proactively embrace this approach will have tremendous opportunity and credibility with the plan sponsor community going forward.

This session will review the current state of fee disclosure and provide attendees with informative and actionable strategies they can use to help clients uncover and control expenses, fulfill their fiduciary duties, and ultimately, build trust.

So, you're minding your own business, filling up your gas tank, when your cell phone rings. Hmmm. Should you answer it? Because you've heard you shouldn't use cell phones near gas stations since they can produce small sparks that can ignite big fires. But wait. Could that actually be true?

Sounds like a job for Compliance MythBusters!

It's a tough job separating truth from urban legend, but the MythBusters are here to serve. Every day, nationally-recognized experts on investment adviser regulatory compliance, Brian Hamburger and his team of regulatory compliance attorneys at MarketCounsel take on a seemingly endless onslaught of myths and use real life laws, rules and regulations to counsel their clients on what's real and what's fiction. That's right, they do more than explain whether something is or is not legally plausible; they discuss practical implications as well.

Did investors expect too much from strategic asset allocation? How is it possible that nearly every asset class lost money in 2008? Is it even possible to design an effective long-term portfolio strategy given the extreme volatility of today's markets?

Although broadly diversified portfolio strategies may be easy to describe, they are not always easy to follow-particularly during market extremes. As risky as the markets are, there is one overlooked risk which is equally dangerous-an investor's abandonment of a diversified approach. This session discusses both the investment and behavioral challenges of creating workable, 'all weather' portfolio strategies that investors can implement with patience and discipline.

This session will focus on the tools and reports within the fi360 Toolkits that provide ways for you to win new business.

In particular, this session will cover how to:

If you're trying to grow your assets under management, this session will show you the must have Tools within the fi360 Toolkits.

Did you know there were ways to:

This session is a must for those users who want to ensure they are using all of the features in the fi360 Monitoring System. The session will also touch on future enhancements planned for the Watch List area and allow for plenty of attendee feedback and suggestions.

The current events are affecting all advisors and differentiation is critical. Mike DiCenso and Al Otto will discuss ways that leading edge advisors are servicing their client using fiduciary best practices.

From account aggregation and reporting tools; to service roadmaps; to value measurement strategies; to fiduciary reviews to annual documented strategy sessions. The top advisors are finding new and unique ways to add value to each client and stabilize these valuable relationships during turbulent times.

This basic session is intended for new or prospective users to the fi360 Toolkits. It will cover the fundamental features of the Toolkit including items such as:

If you're not familiar with the fi360 Toolkits, this session will give you a great overview of the various Tools and features available.

Cash Balance Plans are the hottest design in the Qualified Retirement Plan marketplace right now. Many high wage earners are looking for ways to protect themselves from the imminent tax hikes and recover their losses from the recent financial market challenges. Cash Balance Plans can be an ideal solution. Join the nationally recognized expert, Dan Kravitz, explain how you can take advantage of this trend and grow your business selling Cash Balance Plans.

For over 12 years Kravitz has made Cash Balance Plans the central focus of its firm, earning the distinction of being the nation's leader in this arena. Kravitz has launched the one-of-a-kind Cash Balance Coach Program and the only website dedicated to teaching retirement plan professionals how to market these plans: www.CashBalanceDesign.com.

The new Administration's tax proposals and the financial market turmoil make it incumbent upon every Advisor to learn how these plans can both significantly defer their clients' taxes and restore lost assets.

Marketing is an art and a science. However, that doesn't mean it has to be difficult or expensive. And with your AIF/AIFA Designation, you have a big opportunity to differentiate from your competition, educate your prospects, and make a big-time impact with a small-time budget.

In 'Top Ten Tips' you'll learn:

This basic session is intended for new or prospective users to the fi360 Toolkits. It will cover the fundamental features of the Toolkit including items such as:

If you're not familiar with the fi360 Toolkits, this session will give you a great overview of the various Tools and features available.

In uncertain times, the most effective thing you can do is add certainty where possible. Are you certain that you adequately protect the practice you've worked so hard to build? Your liability exposure has increased, your fiduciary exposure has expanded, and Errors & Omissions claims increase when the market drops. We've seen too many practices who think they have adequate protection only to learn their premium dollars were wasted on insufficient coverage. Value, in the insurance industry, is not measured by the lowest premium, but in terms of proper coverage.

With this in mind, we present 5 specific questions regarding your practice and the answers that will ultimately save you money, time, & headaches.

Does my policy cover my fiduciary exposure?
-ERISA Bonds, what am I required to carry for my Investment Advisor firm?
-Is the coverage provided by my Broker/Dealer sufficient?
-How do I use my insurance coverage as a marketing tool for new business?
-How does my clients purchasing Fiduciary Liability Insurance protect me?

In addition, we will address the secrets on how to distinguish your firm to receive discounts on your Errors & Omissions coverage. At the end of the session, you will have specific answers to these questions and be ready to implement steps to save you money, time and headaches.

An overview of regulatory reform currently under discussion in Washington, including highlights from the perspective of the SEC and Finra, the Department of Labor, the pro and con opinions of the professional associations, and what the practitioners can do to make a difference.

This session will focus on the features within the fi360 Toolkits designed to save you time. The broad areas to be covered include; My Client Manager Data Entry, searching and screening in the Investment Analyzer, creating batch reports and managing your Watch List.

If you want to reduce your time spent on data entry, reporting running or investment searching and screening, you must attend this session!

The largest financial purchase most Americans will make in their lifetime is not their home purchase but rather their retirement income purchase. Retirement plan participants must make extraordinarily complex financial decisions on a daily basis, yet there is now growing evidence that they are rather poorly informed when they make such choices.

This discussion will focus on delivering a discretionary actuarial and investment fiduciary best practices professional business model to ERISA clients.

The fiduciary model automatically collects and manages complex financial decisions for plan participants for improved outcomes of retirement income.

One of the biggest challenges advisors face in today's challenging environment is maintaining profitability while simultaneously upholding quality standards. In this dynamic presentation, Mr. Segal will provide practical examples for creating a more systematic and efficient practice that you can explain to your clients and staff. This will allow you to increase profits and enable fiduciary excellence in your practice.

Attendees will be provided with the following:

This presentation is interactive and engaging. It features high take-home value with ideas that you can begin to immediately apply.

The retirement plan industry has fallen short of providing clear and easy-to-understand information about 401(k) fees. As a result, plan expenses have become a major fiduciary hot-button issue, facing intense scrutiny and leading to legislative efforts to mandate disclosure. In this new environment, practitioners who promote fiduciary advice and fiduciary standards have an obligation to lead the industry forward and be the most vocal proponents of transparency. Full disclosure is not only a fiduciary best practice, it is a good business practice and those who proactively embrace this approach will have tremendous opportunity and credibility with the plan sponsor community going forward.

This session will review the current state of fee disclosure and provide attendees with informative and actionable strategies they can use to help clients uncover and control expenses, fulfill their fiduciary duties, and ultimately, build trust.