Events Calendar

South Bay I-Forum Workshop

September 12, 2018
7:30am - 3:00pm

The Westin - The Grand Ballroom
302 S Market St, San Jose, CA 95113

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
7:30am - 3:00pm

Diablo Country Club
1700 Club House Rd, Diablo, CA 94528

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
7:30am - 3:00pm

Santa Rosa Golf & Country Club
333 Country Club Dr, Santa Rosa, CA 95401

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
400 Ballpark Dr, West Sacramento, CA 95691

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 Live ClientWorks Training

October 10, 2018
9:00am - 3:30pm

Sacramento, CA

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

We are excited to announce that we have partnered with LPL’s Learning & Development team to offer two opportunities for live, hands-on ClientWorks training. During these training workshops, you will learn best practices in the following areas: ClientWorks Navigation, New Account Opening, the Account Transfer Tool, Account Maintenance and more.

These workshops are best suited for those who are looking to learn the foundational knowledge of ClientWorks. The LPL trainer will focus on the basic fundamentals and best practices to help you with your ClientWorks adoption. Space for each workshop is limited to 30 attendees so we encourage you to register as soon as possible.

If you are interested in attending, please email Logan Nicholas at lnicholas@fsnweb.com. Once your request to register has been received, we will provide the event address along with additional details.

Can’t make it to the live training? Check out LPL’s live webinar calendar in the Resource Center.

South Bay Live ClientWorks Training

October 11, 2018
9:00am - 3:30pm

Mountain View, CA

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

We are excited to announce that we have partnered with LPL’s Learning & Development team to offer two opportunities for live, hands-on ClientWorks training. During these training workshops, you will learn best practices in the following areas: ClientWorks Navigation, New Account Opening, the Account Transfer Tool, Account Maintenance and more.

These workshops are best suited for those who are looking to learn the foundational knowledge of ClientWorks. The LPL trainer will focus on the basic fundamentals and best practices to help you with your ClientWorks adoption. Space for each workshop is limited to 30 attendees so we encourage you to register as soon as possible.

If you are interested in attending, please email Logan Nicholas at lnicholas@fsnweb.com. Once your request to register has been received, we will provide the event address along with additional details.

Can’t make it to the live training? Check out LPL’s live webinar calendar in the Resource Center.