Because of the continued threat of COVID-19, we are hosting all events virtually through June. At that time we will re-evaluate the safety of holding in-person meetings for the remainder of the year.

Continuing Education

The 2021 educational offerings are sure to help you continue to be successful in your practice and with your clients.
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Small Group

Join your colleagues for informal conversations and networking. MEMBERS ONLY
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Practice Management Series

Hear from experts on best practices for running a successful business.
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Building Your Business

Focused on advisors that are new to the profession, these small group sessions will be a platform to learn how to achieve the career you seek.
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