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Master List Of Financial Advisor Conferences For 2022-2023

Broadridge Fi360 Solutions Annual Conference

The Broadridge Fi360 Solutions Annual Conference is designed to deliver practical, fiduciary-based content to advance designee practices through insightful learning sessions, innovative workshops, and thought-provoking discussions. This year's event offers both in-person and virtual attendance options.

The conference offers the opportunity to earn continuing education (CE) credit that can be applied to industry credentials including the AIF®, AIFA®, PPC®, CFP®, IWI and more. Attendees will be able to complete yearly CE requirements for their Fi360 designations and earn CE hours for other industry credentials at this event.

Price: $550-$995
Type: Hybrid
Content Focus: Advanced Planning, Practice Management, Retirement
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
Meghaan Lurtz
Speaker:
Meghaan Lurtz
Topic:

*25 Questions for Better Client Connections Throughout The Financial Planning Engagement

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Practice management advice and tools relevant for your business.​

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advicers getting the latest Nerd's Eye View blog

content as it's released.

 

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