Webinars

Join our mailing list to get notified about upcoming webinars covering industry trends, fiduciary responsibility and cutting-edge technology that will keep you ahead. Many of the webinars also offer continuing education credit for Fi360, IWI, and CFP Board designations when you attend live.

Explore a few past webinars below to see what you can expect.

The Future of 401(k) Plan Advising

John Resurreccion, Regional Director, Dimensional Fund Advisors

Ken Verzella, VP, Participant Advisory Services, Empower

June 16, 2022

To stay ahead of the competition, successful retirement plan advisors continually find new ways to differentiate and refine their offering. In this webcast, we discuss the future of 401(k) plan advising, explore how we see plan advisors differentiating over the next five years, and provide resources for setting up your practice to execute on these trends.

Cybersecurity and Retirement Plans

Mary Gordon AIF®, CPFA
National Accounts Sales Manager
The Standard

W. Andrew Larson, CPC
Dr. of Retirement Education and Advisor Practice Management
Retirement Learning Center LLC

June 08, 2022

Cybersecurity is an epic concern not only in the United States but globally, as well. Today’s hackers are modern-day Willie Suttons, targeting high-balanced financial accounts because “That’s where the money is.” Due to the massive amount of assets in retirement plans, regulatory agencies are making cybersecurity in retirement plans a top focus. During this webinar, we’ll discuss the Department of Labor’s “three points of light” from its guidance, and the practical and tactical actions financial advisors, plan sponsors, and plan participants can take now to tighten security around retirement assets.

Watch

The Operational, Fiduciary, and Cost Implications of Partnering with a TAMP

Brian Huckstep, CIO & Co-Founder, Advyzon Investment Management

Meghan Holmes, COO & Co-Founder, Advyzon Investment Management

April 28, 2022

Turnkey Asset Management Programs (TAMP's) have become increaingly more popular over the last twenty years. Our webinar will help attendees understand the ways that outsourcing some investment management and trading aspects of your practice to a TAMP can help save time, reduce cost, reduce trading errors, improve investment performance, improve your employee and end client experience, and offload fiduciary duty related to investment management.

We will discuss how advisors might select which accounts to continue investing and trading themselves and which to outsource to a TAMP, the types of strategies that TAMPs offer, and how using a TAMP partner can enhance succession planning.

Watch

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