Events Calendar

Sacramento I-Forum Workshop

February 28, 2018
8:00-3:30pm

Raley Field - Legacy Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

North Bay I-Forum Workshop

March 1, 2018
8:00am-3:30pm

Santa Rosa Golf & Country Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

East Bay I-Forum Workshop

March 7, 2018
8:00am-3:30pm

Blackhawk Country Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

South Bay I-Forum Workshop

March 8, 2018
8:00am-3:30pm

The Westin Hotel - Sainte Claire Ballroom

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

Special Series: Growth - Sacramento

June 27, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join Network Executive Management and your fellow Network peers for a 5 hour deep dive into the most effective means to grow your business. Listen to industry experts and your peers discuss how they have grown their revenue through key professional referral sources, increased wallet share through financial planning, as well as systematically acquired other advisory practices in their community. You will also hear from Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen as they discuss growth through attracting hi-net worth clients and as well as the success and failures of business mergers.

Special Series: Growth - East Bay

June 28, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join Network Executive Management and your fellow Network peers for a 5 hour deep dive into the most effective means to grow your business. Listen to industry experts and your peers discuss how they have grown their revenue through key professional referral sources, increased wallet share through financial planning, as well as systematically acquired other advisory practices in their community. You will also hear from Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen as they discuss growth through attracting hi-net worth clients and as well as the success and failures of business mergers.

Sacramento I-Forum Workshop

September 12, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

North Bay I-Forum Workshop

September 13, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

South Bay I-Forum Workshop

September 26, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

East Bay I-Forum Workshop

September 27, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

If you have not checked out our new I-Forum format, we ask you to review the agenda and then plan to join your fellow Network advisors for these valuable events.   Based on your feedback, these meetings are fast-paced, cover a multitude of topics and are offered regionally for your convenience.
Your survey results have driven the agenda. And, we listened when you asked for CE too. We have that covered with an end of day break out session.

Special Series: Risk Mitigation - Sacramento

December 6, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join Network Executive Management and your fellow Network peers for a 5 hour deep dive into the currently regulatory environment and risk surrounding our industry. This isn’t just a “compliance” session, this will focus on areas that impact your business equity and growth going forward. Past topics have focused on the Department of Labor, The SEC’s examination focus, as well as the investment management process and your responsibilities as an investment fiduciary. Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen will narrow down these topics to the most relevant matters as we move through 2018. At The Network, we want you to be on the cutting edge of the trends, not stuck in the riptide as it goes out from the shore…

Special Series: Risk Mitigation - East Bay

December 7, 2018
Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join Network Executive Management and your fellow Network peers for a 5 hour deep dive into the currently regulatory environment and risk surrounding our industry. This isn’t just a “compliance” session, this will focus on areas that impact your business equity and growth going forward. Past topics have focused on the Department of Labor, The SEC’s examination focus, as well as the investment management process and your responsibilities as an investment fiduciary. Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen will narrow down these topics to the most relevant matters as we move through 2018. At The Network, we want you to be on the cutting edge of the trends, not stuck in the riptide as it goes out from the shore…