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Practice Management Forum

A series of live, interactive panel discussions scheduled from January 2021- May 2021 covering the current state and future direction of practice management featuring executives from finalist firms and industry experts. Invited audience will be the 435,000 readers of WealthManagement.com – advisors, planners, estate professionals, as well as teams from the 221 companies who submitted for the 2020 WealthManagement Awards.
  • Click on the arrow to view more information about each session.
  • Sign up for each session you’d like to attend by clicking on it.
  • You’ll be prompted to register once.
  • Sign up to get reminders for additional sessions – with a single click!
  • CE Credit eligibility requires attendance to all 3 sessions in a series.