Featured Event: Distinguished Advisor Conference

Help us celebrate 10 years of cutting edge professional development and seize the opportunity: be there to think strategically with top advisors at the DAC in Ojai, California, November 10-13, 2013.

THEME:
Back to the Future: Collaborative Wealth Management

You’ve helped your clients manage their money in a decade of financial crisis. Now the challenge is to think outside the box and manage family wealth back into a bright, but uncertain future.

There are many benefits to ge gained from attending:

• Earn valuable CE credits and certification
• 18 great speakers
• Unparallelled networking opportunities

"The setup of the conference continues to be perfect. It’s a good way to enhance one’s product and idea database and CE while generating new thinking. Plus a great way to bond."  – Steven T., ON