Events

Lead the Way in Financial Rebalancing

Do you know what your clients’ plans are for their Retirement? Long-Term Care Needs? Estate Planning? 

You can have a conversation with them about these topics that no one else is having. Offering financial rebalancing solutions for senior clients will help them at the time they need it most. 

Periodically, we host webinars about the LifeCare Xchange and we share presentations at conferences throughout the country. Join us for one of these events.​​​


READ MORE ABOUT THE LIFECARE XCHANGE PROGRAM →

Webinars

Upcoming WebinarsRelease DateRecordings
Upcoming Webinars:
Quick Fire: Industry News & Fast Facts
Release Date:
Thursday, April 26
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, May 10
Recordings:
Register
Upcoming Webinars:
Financial Rebalancing: Are You Helping Your
Clients in Every Phase of Their Journey?
Release Date:
Thursday, May 24
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, June 14
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, July 12
Recordings:
Register
Upcoming Webinars:
Strategies & Solutions for the Silent Crisis
of Long-Term Care Funding
Release Date:
Thursday, July 26
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, Aug. 9
Recordings:
Register
Upcoming Webinars:
The Evolution of the Secondary Market
as a Profit Center
Release Date:
Thursday, Aug. 23
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, Sept. 13
Recordings:
Register
Upcoming Webinars:
Financial Rebalancing: Are You Helping Your
Clients in Every Phase of Their Journey?
Release Date:
Thursday, Sept. 27
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, Oct. 11
Recordings:
Register
Upcoming Webinars:
Quick Fire: Industry News & Fast Facts
Release Date:
Thursday, Oct. 25
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, Nov. 8
Recordings:
Register
Upcoming Webinars:
Introducing LifeCare Xchange®
Release Date:
Thursday, Dec. 13
Recordings:
Register

Visit us at these Conferences & Events

Please check back soon for scheduled events.