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August 2025

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ESI Partner Allianz: Client Perspectives
4:00 pm - 5:00 pm
  • Allianz
Join us for an insightful session on “Client Perspectives,” presented by Mark Paulson, VP of Hedging at Allianz. This webinar will explore the transformative impact of annuities on client portfolios through four hypothetical scenarios. Learn how annuities can provide guaranteed income, mitigate longevity ri , ...
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ESI Meet the Strategists: Frontier Asset Management
4:00 pm - 5:00 pm
  • Frontier Asset Management
Join us for our next iteration of ESI’s Meet the Strategist series, joining us this time is our partners from Frontier Asset Management. Come and listen to what makes Frontier different from other strategists. Learn about Frontier and their 4 Ps: People, Philosophy, Process and Performance. The Core of their Inve , ...
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NFS Intructor-Led Training: Introduction to Wealthscape
11:00 am - 12:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to access basic Wealthscape features and functional , ...
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NFS Intructor-Led Training: Cashiering Fundamentals
1:00 pm - 2:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. This session reviews how to create, modify, monitor, delete, , ...
ESI Partner Fidelity: Alternative Investments
2:00 pm - 3:00 pm
  • Fidelity Investments
Dive into the world of alternative investments with Fidelity’s enlightening session. This webinar will explore the various types of alternative investments and their role in diversifying investment portfolios. Learn about the unique benefits and risks associated with alternatives such as real estate, interval fun , ...
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NFS Intructor-Led Training: Manage Periodic Plans
11:00 am - 12:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. This session reviews how to create and manage periodic invest , ...
NFS Intructor-Led Training: Introduction to Trading
1:00 pm - 2:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to create, send, and monitor equity, option, and mu , ...
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NFS Intructor-Led Training: Create and Manage Wealthscape Reports
11:00 am - 12:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to create, send, and monitor equity, option, and mu , ...
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NFS Intructor-Led Training: Bond Beacon
11:00 am - 12:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to trade and interact with fixed income portfolios , ...
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ESI Partner Allianz: Capitol Hill Update
2:00 pm - 3:00 pm
  • Allianz
Join us for a timely update on the latest developments from Capitol Hill and how current legislative and regulatory trends may impact the financial services industry. Our expert speakers will provide insights into key policy priorities, potential shifts in financial regulation, and what to watch for in the months ahead , ...
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NFS Intructor-Led Training: Introduction to Wealthscape
1:00 pm - 2:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to access basic Wealthscape features and functional , ...
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NFS Intructor-Led Training: Cashiering Fundamentals
4:15 pm - 5:15 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. This session reviews how to create, modify, monitor, delete, , ...
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NFS Intructor-Led Training: Manage Periodic Plans
1:00 pm - 2:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. This session reviews how to create and manage periodic invest , ...
NFS Intructor-Led Training: Introduction to Trading
4:15 pm - 5:15 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to create, send, and monitor equity, option, and mu , ...
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NFS Intructor-Led Training: Create and Manage Wealthscape Reports
1:00 pm - 2:00 pm
  • NFS
To register for a session, you must first be logged into Wealthscape and then click the session name (blue hyperlink). Be sure to add your email address in the Learning Hub before registering to receive an email confirmation and link to add to your calendar. Learn how to create, send, and monitor equity, option, and mu , ...
ESI Partner Lincoln: The A.R.T of Saying No
2:00 pm - 3:00 pm
  • Lincoln
Join us for a timely update on the latest developments from Capitol Hill and how current legislative and regulatory trends may impact the financial services industry. Our expert speakers will provide insights into key policy priorities, potential shifts in financial regulation, and what to watch for in the months ahead , ...
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ESI Meet the Strategists: Horizon Investments – Better Together
2:00 pm - 3:00 pm
  • Lincoln
Join us to learn and explore the potential benefits of blending Investment Managers from one of our Strategists in Illuminations, Horizon Investments. Learn Horizon’s mission of providing goals-based investment management strategies that empowers advisors to help their clients achieve their most important financial obj , ...
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