Subscribe to our newsletter

Stay in the loop with everything you need to know.

Events
Holistiplan 2023 Practice Management Summit Oct 10 (Virtual)

When: October 10, 2023 Where: Virtual In a world constantly evolving, change is the only constant. The landscape of technology, culture, and society shifts at an ever-increasing pace, influencing the way people live, work, and interact with each other. In this dynamic environment, adaptability has become a crucial skill for individuals and organizations alike. The rapid advancements in technology have revolutionized the way people connect with one another. The rise of social media platforms, for example, has created unprecedented opportunities for communication and collaboration across the globe. While these platforms enable instant connection, they also pose challenges in terms of privacy and misinformation. Navigating this digital realm requires a careful balance between embracing innovation and safeguarding personal data. The workplace is another area undergoing significant transformation. The COVID-19 pandemic accelerated the adoption of remote work, blurring the lines between professional and personal life. Many companies have shifted towards flexible work arrangements, allowing employees to work from anywhere with an internet connection. This shift not only empowers workers to achieve a better work-life balance but also presents challenges in maintaining productivity and fostering team cohesion in a virtual environment. As society becomes more interconnected, cultural exchange is becoming increasingly important. Exposure to diverse perspectives enriches individuals' understanding of the world and promotes empathy and tolerance. However, it also highlights the need for cultural sensitivity and respect to navigate interactions with people from different backgrounds. In the midst of these changes, environmental concerns have become more prominent. Climate change and the depletion of natural resources are pressing issues that require collective action. People are becoming more conscious of their ecological footprint and are seeking sustainable alternatives in their daily lives. Businesses, too, are under pressure to adopt eco-friendly practices to meet the demands of environmentally conscious consumers. In conclusion, the world is in a state of constant flux, with technology, culture, and society evolving at a rapid pace. Adaptability and open-mindedness are essential for thriving in this ever-changing landscape. By embracing change while remaining mindful of its potential challenges, individuals and organizations can navigate the complexities of the modern world and contribute to a more connected, sustainable future. -->

Events
Schwab Impact 2023

Tuesday October 24, 2023 - Thursday October 26, 2023

Events
SEI Conference 2023

Sunday October 1, 2023 - Tuesday October 3, 2023

Events
FPA Annual Conference 2023

Wednesday, September 27-Friday, September 29, 2023 Hyatt Regency Phoenix, AZ Click here to learn more

Events
Wealth Management.com & Trust & Estates Charitable Giving Q&A Webinar

Tuesday, July 25, 2023 11am EST Click here to learn more.

Events
iShares Flagship Model Portfolio Event by BlackRock

When: June 21, 2023 Where: Hudson Yards, New York City, NY Click here to learn more

Events
WealthTech Today Podcast

When: June 12, 2023 Click here to learn more

Events
Financial Planning INVEST Conference

When: June 12-13, 2023 Where: Hilton Midtown, New York City, NY Click here to learn more

Events
BNY Mellon Pershing INSITE Conference

When: June 6-8, 2023 Where: Orlando, FL Click here to learn more