Menu Have Questions? 888-261-0787
Join Now Get NAAIM News

National Sponsor

Platinum Sponsors

  • guggenheim
  • profunds_logo

Gold Sponsors

  • PFA Logo color_Princeton Fund
  • dressander
  • Trust-Company-of-America

Silver Sponsors

  • proshares_logo
  • nationalwide_logo
  • jeffnat-logo
  • orion
  • RIA-Database
  • Equity-Advisor-Solutions
  • gemini-logo

Innovations Sponsors

  • INN_1_theta-naaim-ad
  • market-logo

Workshops

Take your Asset Management Business to the Next Level

NAAIM  Half-Day Regional Workshops in:

Toledo/Perrysburg: September 20, 2016, 10 am -1:30 pm

Irvine, California: Ocotber 6, 2016, 10 am -1:30 pm


LEARN FROM OUR SUCCESSFUL ADVISORS:

  • Why you should use active management in your practice
  • How to get started in Active Money Management, whether you have your own strategy or outsource
  • What it takes to develop and distribute an active management strategy
  • How active management demonstrates your added value as a professional Investment Advisor

EXPERIENCE an interactive panel and peer-to-peer networking hosted by successful NAAIM Members who will share their “tips and tricks of the trade” gleaned from decades of experience.

And more…


Workshops typically run from 9 am -1:30 pm, local time

Workshop Fee + Lunch = $30-35 (No charge for NAAIM Members)

REGISTER ONLINE NOW OR 

Print and Fax/EMail the NAAIM 2016 Workshop Registration Form


2015 Workshops Were Held in the Following Locations:

San Francisco, Seattle, Denver, San Diego, Washington DC, Philadelphia

2016 Workshops to date:

Houston, Atlanta (Joint with MTA), Tampa