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Conference Resource Center

National LINC 2017 Presentations

The Future of Financial Advice – sponsored by Vanguard

Friday, February 03, 2017 - 12:00 PM - 12:50 PM

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How to Incorporate Estate Planning into Your Offering

Wednesday, February 01, 2017 - 10:00 AM - 10:50 AM

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2016 Cybersecurity Assessment Results

Wednesday, February 01, 2017 - 10:00 AM - 10:50 AM

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Managing Technology: A Focus on Integration

Wednesday, February 01, 2017 - 10:00 AM - 10:50 PM

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The New DOL Ruling & Its Potential Impact on Investment Process

Wednesday, February 01, 2017 - 1:30 PM - 2:20 PM

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Panel Discussion: Managing Your Tech Plan

Wednesday, February 01, 2017 - 1:30 PM - 2:20 PM

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What is “Lean” or “The Better Way”?

Wednesday, February 01, 2017 - 2:40 PM - 3:30 PM

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Shape Up Your Retirement Plan Practice

Wednesday, February 01, 2017 - 10:00 AM - 4:00 PM

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Unified Managed Account Exchange (UMAX)

Wednesday, February 01, 2017 - 11:10 AM - 12:00 PM

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Managing Technology: A Focus on the Online Client Experience

Wednesday, February 01, 2017 - 11:10 AM - 12:00 PM

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Panel Discussion: Washington Flyover – Policy Coming Your Way

Thursday, February 02, 2017 - 1:30 PM - 2:20 PM

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Five Industry Trends That May Change How You Do Business in the Future

Thursday, February 02, 2017 - 1:30 PM - 2:20 PM

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More than just “Wine & Cheese” – Shaping Events to Reach Ideal Clients

Thursday, February 02, 2017 - 1:30 PM - 3:30 PM

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Big Opportunities in Smaller Companies

Thursday, February 02, 2017 - 2:40 PM - 3:30 PM

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Fixed Income 3.0: Investing in a Post-Post-Crisis World

Thursday, February 02, 2017 - 2:40 PM - 3:30 PM

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The DOL Conflict of Interest Rule and Potential Impacts to Your Business

Thursday, February 02, 2017 - 2:40 PM - 3:30 PM

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Securing Your Firm’s Future Via Mergers and Acquisitions

Thursday, February 02, 2017 - 2:40 PM - 3:30 PM

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Panel Discussion: Top Performing Advisors on Top of Technology

Thursday, February 02, 2017 - 2:40 PM - 3:30 PM

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Foster a Culture of Continuous Improvement

Thursday, February 02, 2017 - 10:30 AM - 11:20 AM

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Conversations on the Right Side of Change

Thursday, February 02, 2017 - 10:30 AM - 11:20 AM

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