Events Calendar

End of The Year “State of The Network” & Angela Xavier, Executive Vice President, IAS Business Consulting at LPL Financial

December 3, 2020 1:30 pm - 2:10 pm
As we head into the end of the year, our executive team at The Network would like to provide you with an update reviewing key 2020 items, as well as briefing on our 2021 initiatives. As always, our focus is to help you in the following ways: Help you to ... Read More

December Portfolio Consulting Speaker Series

December 8, 2020 1:00 pm - 2:00 pm
On this webinar, we will be joined by John Tousley, CFA, Global Head of Market Strategy of Goldman Sachs. Mr. Tousley will provide a 2021 Market Outlook. Register via the website button above.

December Strategic Wealth Advisors Group Compliance Call

December 9, 2020 1:00 pm - 1:45 pm
We ask that our Strategic Wealth Advisors Group Advisors and Administrative/Operational Staff join us for a monthly compliance call that covers the following topics: 1) Best practices for Investment Advisory Representatives 2) Updates to Policies and Procedures 3) Quarterly Requests 4) Reminders of events Attendance for this call is mandatory ... Read More

Focus on Mergers and Acquisitions Webinar Part 1

January 14, 2021 1:00 pm - 2:00 pm
Please join us for our Focus on Mergers and Acquisitions webinar where we will discuss lessons learned from 2020 and plans for 2021. During this webinar, you will hear from Daxs Stadjuhar, Christopher Mercado, and Tom Croxton, who lead these initiatives within the Network’s Business Consulting and Business Transitions teams. ... Read More

Focus on Mergers & Acquisitions Webinar Part 2

February 4, 2021 2:00 pm - 2:45 pm
Please join us for a follow up to our recent Webinar: Focus on Mergers and Acquisitions. If the January Webinar inspired you to consider M&A activity for 2021, you will want to join Robert Boeche as he speaks to the contractual side of the M&A deal. Agenda items will include: ... Read More

The Digitally Engaged Financial Professional Webinar

February 18, 2021 1:30 pm - 2:00 pm
As we continue to focus on delivering content that is meaningful and relevant to your practice, during the first half of 2021, we will be concentrating on excelling in this new age of virtual engagement. Most business owner surveys state that they feel we will not revert back to a ... Read More