- Connect National Conference - New Orleans, LA
June 3-6, 2018
Experience four days packed with content that will increase your efficiency and effectiveness, improve your profitability and secure your practice now and for the future. You'll hear from incredible keynote speakers, subject matter experts from the home office, professions from our strategic partners and resources and your own peers.
- Annual Financial Institutions Conrference - Omaha, NE
August 16-17, 2018
In attendance are Securities America Bank and Credit Union Advisors, Presidents and CEOs from across the U.S. This two-day conference allows Financial Institution professionals to network with peers, share best practices with other top producers and executives. You’ll hear from professionals from our strategic partners and subject matter experts from the home office to learn how to take full advantage of their investment programs.
- Assistant University – Omaha, NE
October 4-5, 2018
This is the 21st year Securities America has organized this premiere training and networking event for sales assistants, support staff and office managers. Assistant University is a 2-day intensive workshop that provides the opportunity to increase your staff's knowledge in the areas of technology, compliance, operations, and practice management. This conference combines formalized classroom learning in both general and break-out sessions. Assistant University also offers focused small-group discussions, networking opportunities, and "hands-on" use of Securities America's technology to help assistants reach their full potential. We look forward to seeing your valuable staff at event in Omaha, Nebraska. Contact Chris Kirby for more information on Assistant University! (800-747-6111 ext. 5304 or firstname.lastname@example.org)
- Principal Meeting – Omaha, NE
October 4-5, 2018
For the 5th consecutive year, Principal Meeting welcomes OSJs and Acting Principals to network with professional peers, discuss challenges and solutions and focus on both current and future trends to better maintain and lead a compliant business. For more information, please contact Rebecca Bowman (800-7477-6111, ext. 6107 or email@example.com).
- Ladenburg Institute of Women and Finance - Dallas, TX
October 9-11, 2018
Ladenburg Thalmann has a created the Ladenburg Institute of Women and Finance as an avenue to provide additional education and networking support to our Advisors affiliated with our independent broker/dealers.