Hear the experts speak directly to you, and respond in real time, in our ever-growing collection of live events, audio recordings, and conferences. Check back regularly so you won't miss these informative and thought-provoking exchanges.
| Current Events | February 16, 2010 2:00 PM ET Advisors need to speak with every client to determine if retirement assets should be converted, and how much to convert. This presentation will discuss the tax, income and legacy planning reasons clients should convert retirement assets into Roth IRAs. Register Now. |
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| Archived Events | Wednesday, October 7, 2009 3PM ET The Fiduciary Issue
The Obama administration wants the pending legislation on financial reform to become law by year-end. What’s the state of the debate?
To view the archive please click here.
Sponsored by:
 | Wednesday, December 16, 2009 2 PM EST During the holidays, multiple generations of families get together, and the difficult issue Investment Advisor has put together a panel of experts in psyschology, financial geronotology, and advanced planning who in a free one-hour Webinar you will learn how to incorporate expertise in elder care into your own practice. | September 23, 2009 3PM
Secrets of the 2009 Top Wealth Managers
To view the archive, please click here
Sponsored by:
| October 21, 2009 3pm-4pm ET | October 14, 2009 2:00 pm EST Now more than ever, your clients are looking for guidance as they navigate the changing financial landscape. As you work to get them back on track, OppenheimerFunds can help. Their new program, The Art of the Client Review: Special Edition, provides step-by-step action plans to help you RE-CONNECT with clients, RE-ASSESS their goals and RE-STRUCTURE their portfolios. It also offers insights into working with eight different client types that OppenheimerFunds identified through research with investors and advisors.
For more information and to register, please click here. | November 4, 2009 3pm-4pm ET | June 24, 2009 3:00 PM - 4:00 PM EDT
| January 20, 2010 3 p.m. ET During this hour long Webinar, FA Insight and Investment Advisor discuss the key findings from The 2009 FA Insight Study of Advisory Firms: People and Pay, sponsored by TD AMERITRADE Institutional. FA Insight shines a light on the human capital practices of the industry's "Standout" firms and explains how these firms have achieved exceptional performance. View the Archive Now. |
Webinar Series: Finding Alpha in Crisis: How the Experts Are Investing Now
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June 3, 2009 at 3:00 PM EDT
Part IV: Optimizing Portfolios with ETFs
To view audio recording click here
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