- This event has passed.
Staff Forum Registration Closing Soon
June 29, 2020 @ 8:30 AM - 1:30 PM
We wanted to remind you that registration is still open for LFN’s Staff Forum. There is no registration fee for our first-ever virtual meeting – with half-day sessions on Monday, June 29 and Tuesday, June 30. Staff can register using this link anytime before registration closes at 9:30 a.m. ET on Monday, June 29
If you are new to Staff Forum, this is a great year to see what the program has to offer for your team! Staff Forum offers attendees an opportunity to learn about the latest client-service technologies and industry hot topics that can help you effectively meet your client needs. Some of the highlights of this year’s agenda include breakout sessions on:
SEC Regulation Best Interest
Dynamic Financial Planning
Virtual Client Meetings: Best Practices
We’ll have some fun too with virtual game night and receptions for staff to network with peers.