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May 6, 2012
Hyatt Regency Bonaventure Conference Center & Spa
This
unique pre-Retirement Conference event is an intensive day-long program
led by Don Trone, CEO and Chief Ethos Officer of 3ethos, and is
specifically designed for retirement advisors.
Program includes:
- An overview of what constitutes a fiduciary ethos
- A survey of fiduciary standards
- The dimensions of a uniform fiduciary standard
- The functional relationship between an advisor and a client, defined in terms of a fiduciary standard
- The procedures for applying a fiduciary standard
- The procedures for assessing the effectiveness of a fiduciary standard
- Using a fiduciary standard to build client trust and loyalty
Advisors will not only have the opportunity to earn the new GFS (Global
Fiduciary Strategist) designation, but also the "Certificate in
Fiduciary Governance" awarded by the Thunderbird School of Global
Management. TRAU candidates also can earn up to 16 hours towards their
C(k)P designation.
Click here for more information
May 9, 2012
Consumers
are driving the changes we are seeing across the entire wealth
management industry. The consumer is dictating what the industry should
provide rather than the opposite: industry dictating what consumers
should want.
We are seeing a consensus change in the way advisors of all areas in
wealth management (wealth managers, attorneys, CPAs, & property
casualty agents) are compensated for their time, effort and expertise.
Advisors want to be perceived differently. Out with transaction-focused
behavior and in with relationship-focused behavior.
Click here for more information
July 29, 2012
The Impact Investing workshop will arm attendees with cutting edge insight and training for one of the hottest investment topics of the 21st Century. Reserved for the wealthiest and most sophisticated investors on the planet, impact investing is poised to explode through new fund offerings, platforms, exchanges and even separately managed accounts. From $50 billion under management today to $500 billion under management over the next decade, the risks, rewards and access to impact investing is a necessary part of any and every intermediary’s practice and investor’s profile. Learn how to practice impact investing from the industry’s most respected leaders at this exclusive one-day event.
Click here for more information
WORKSHOP PRESENTATIONS Archives
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