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July 2015

Fuse Webinar with Salentica CRM

July 8 @ 1:00 pm - 1:30 pm

We want to continue to share the excitement built during Fuse with you. Please join us Wednesday, July 8 at 1 PM CST as Salentica presents their leading CRM solution for advisors, and learn more about their Orion integration.

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LPL Financial Focus 2015

July 26 - July 29
Boston Convention Center,
415 Summer St, Boston, MA 02210 United States
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The LPL Financial annual conference has earned a reputation as the premier sales and education event in the financial services industry. Designed for advisors and staff of all levels within Independent Advisor Services and Institution Services. The LPL Financial Focus 2015 Conference offers advisors and staff of all levels opportunities to: An energizing opening-night concert featuring the legendary Hall and Oates! Industry-leading speakers who will share business insights and perspectives on the global economy, including former Federal Reserve Chairman Ben Bernanke. Connect to new ideas and professional resources through hundreds of inspiring and educational pre-conference workshops and breakouts designed for all career levels. Gain valuable knowledge on the latest technologies, operational efficiencies, partner programs and other enhancements designed to grow your business, increase profitability and improve the services you offer to clients. Hear from notable securities industry experts as they address relevant and pressing topics affecting our industry today, as well as candid insights from inspiring keynote speakers. Discover key business development opportunities in a dynamic expo.

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August 2015

Get Connected 2015

August 8 - August 12
Keystone Resort,
0633 Tennis Club Road, Keystone, CO 80435 United States
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Matrix Financial Solutions is excited to host its 15th annual “Get Connected” conference August 9-12. As in years past, Get Connected 2015 will focus on providing financial services professionals with the opportunity to learn, network and lead. To that point, this year’s conference theme is Entrepreneurship and Leadership. Our breakout sessions and keynotes will focus around this theme and enable you to take away information and techniques to help you better understand today’s industry changes and challenges and how you can be best prepared to leverage these changes and challenges into real business opportunities.  

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Laser App Conference 2015

August 18 - August 21
San Diego Marriott Marquis & Marina,
333 West Harbor Drive, San Diego, CA 92101 United States
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The Laser App Conference is specifically designed to bring financial firm executives into a collaborative environment. You will learn about new technology, watch live demonstrations of integrated solutions, pick up on industry trends, ask questions of your peers, and take home actionable information. The Laser App conference is hosted in beautiful San Diego California on the Marina. The weather is always 70 degrees and sunny. The hotel is conveniently located just a few minutes (a $10 cab ride) from San Diego International Airport. Rooms are discounted at a special nightly rate. All conference rooms are located in the hotel.

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September 2015

Orion Tech Lab September 2015

September 2 - September 3
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Sign up for the September 2015 Tech Lab.

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Dreamforce 2015

September 15 - September 18
Moscone Center,
800 Howard St , San Francisco, CA 94103
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XY Planning Network 2015 Conference

September 15 - September 17
Westin Charlotte,
601 South College Street, Charlotte, SC 28202 United States
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About the XY Planning Network Conference #XYPN15 is the first ever financial planning conference geared towards advisors that want to focus on working with Gen X and Gen Y clients. What this conference is all about: » Building a community of financial advisors that are passionate about working with Gen X & Gen Y clients » Learning how to build and successfully run your own fee-only firm » A fun, energetic conference that allows you to engage with both the content and other attendees to learn and expand your network. You can leave the suit and tie at home What this conference isn’t: » No “economic outlook” presentations or other dull, draining content that make you want to go back to your room for a mid-day nap » No boring keynote presenters droning on about things that don’t apply to you or your business » A high priced conference, at a $300/night hotel, that ends up costing thousands of dollars to attend

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Northstar Summit 2015

September 21 - September 23
Gaylord Opryland Resort & Convention Center,
2800 Opryland Dr, Nashville, TN United States
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October 2015

Excell Fall 2015

October 7 - October 10
Hilton Omaha,
1001 CASS STREET, Omaha, NE 68102 United States
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Our passionate community is an integral part of why Peak members are so successful. Advisors need to know they are not in this alone, and that others are out there who share similar goals, challenges, and triumphs. So we created an atmosphere to make this possible. Excell conferences are truly unlike any other industry meeting an advisor could attend. They connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful. – See more at: http://peakadvisoralliance.com/events/excell/#sthash.eQuxHrkv.dpuf

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Laser App Advisor Convention 2015

October 7 - October 8
Rio All Suite Hotel and Casino,
3700 W Flamingo Rd, Las Vegas, NV 89103 United States
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Every advisory firm invests in technology, but getting full adoption can be a challenge. The Laser App Advisor Convention is specifically designed for advisors to get a full grasp on the benefits of the technology provided for them. Millions of dollars have been spent on technology in the industry. We are here to help maximize those dollars to help simplify your business. This is your opportunity to make a difference in your business. Leverage your technology to increase your efficiency, streamline your practice and get the most out of your investment.

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