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WORKSHOPS


The Barrier Breaker Workshop

Breaking Through Barriers to Reach Your Peak

March 4, 2012


This one-day, high-energy, high-impact workshop led by an all-star list of keynote speakers is designed for financial advisors who are ready to break through barriers and take their business and life to a higher level of success. This is a results-oriented program that inspires  advisors to think bigger, work smarter and equips them with a plan to make their
big dreams a reality.

In Partnership With

 Peak logo


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Impact Investing

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.

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WORKSHOP PRESENTATIONS Archives

WORKSHOPS

 

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Online Extras

Economists Love ’Em, Clients Hate ’Em
Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.
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Buffett Rule Fixes A Non-Existent Problem
This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas based on flawed information and misleading demagoguery. Let’s review the record.
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Market/Economic Commentary

Raise Taxes On Rich To Reward True Job Creators
In this opinion piece, a venture capitalist makes a case for raising taxes on the rich to benefit the true job creators: the middle class.
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On The Move

Council On Education Appoints 2012 Chair
Carolynn Tomin brings expertise as a financial planning educator to council.
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Curian Capital Appoints New Vice President Of Practice Management Group

Keith Johnson to enhance educational and marketing resources for financial advisors.

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