Events Calendar

Webinar: Quarterly Compliance Essentials Call

November 4, 2020 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More

November Portfolio Consulting Webinar

November 18, 2020 1:00 pm - 2:00 pm
In this webinar, Jeremy Olen, Managing Partner and Chief Investment Officer at The Network and Joe Terranova, Chief Strategist at Virtus will co-moderate a conversation between Doug Foreman, Chief Investment Officer at KAR and Jim Keegan, Chief Investment Officer at Seix Investment advisors. Doug and Jim will present the bull ... Read More