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Focus Series Online Virtual Events

Delivered in a live webinar format, Focus Series Online virtual events highlight timely or disruptive trends in regulation, investing, wealth management, business, and technology. Please save the date and/or register for our upcoming offerings.

2019 Schedule

March 13, 2019 | HNW Tax Strategies for 2019
The sweeping Tax Cuts and Jobs Act is about to have its curtain call — or will it? Join us Wednesday, March 13, 2019 from 11 a.m. ET - 3:30 p.m. ET to review the law and its impact on HNW clients with complex tax needs. Accepted for up to 4 hours of CIMA®, CPWA®, and RMA® continuing education (CE) credit (pending CFP® CE credit approval). Members $145, Join & Learn $445. Learn more & register.