Pre-Summit Sessions.

Don’t let this opportunity slip by: Come a day early for pre-Summit training and sessions. Come just for the pre-Summit sessions, or stay for the full Advisor Summit. Just choose the appropriate registration type when registering.

Tamarac User Groups.

Get a jump on networking and learning by combining both at once. Tamarac User Groups give you a chance to learn from your peers in similar-sized firms from around the country, including how they use the tool, how they overcome common challenges, and their best practices.

Beginners Guide to MoneyGuide.

Join us for a hands-on interactive lab where advisors gain an understanding of how to effectively use MoneyGuide with their clients. Our experts will coach attendees through multiple case studies in order to gain a deeper knowledge of the underlying functionality of MoneyGuide. Attendees will come away with a new confidence in preparing and presenting plans, as they will be armed with best practices and positioning of MoneyGuide.
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