Events Calendar

Special Series: Growth - Sacramento

June 27, 2018
8:30am - 1:00pm

Raley Field - Legacy Club

Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join The Network’s leadership team for a deep dive into several key areas that impact every business owner including how to find and prospect for clients as well as service and support strategies. We will hear industry leaders as well as your Network peers, share best practices geared towards growing your business. This is a series you will not want to miss!

Special Series: Growth - East Bay

June 28, 2018
8:30am - 1:00pm

Ruth's Chris Steakhouse
1533 Olympic Boulevard
Walnut, Creek CA

Organizer: Logan Nicholas lnicholas@fsnweb.com

Event Details:

Please join The Network’s leadership team for a deep dive into several key areas that impact every business owner including how to find and prospect for clients as well as service and support strategies. We will hear industry leaders as well as your Network peers, share best practices geared towards growing your business. This is a series you will not want to miss!

LPL Financial National Conference: Focus 2018

July 29, 2018

Boston Convention and Exhibition Center

Organizer: LPL Financial

Event Details:

Focus is LPL Financial’s premier education, growth and networking event for financial advisors, program managers and their staff.  This year, we are headed back to Boston to hear the best and brightest in their industry discuss the most relevant opportunities and challenges facing the financial industry today. The conference runs from July 29th – August 2nd! We hope to see you there.

South Bay 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.

East Bay I-Forum Workshop

September 13, 2018

Diablo Country Club

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.

North Bay I-Forum Workshop

September 26, 2018

Santa Rosa Golf & Country Club

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.

Sacramento I-Forum Workshop

September 27, 2018

Raley Field - Legacy Club

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.

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…