Skip to main content

February 2025

SU
MO
TU
WE
TH
FR
SA
26
27
28
ESI Partner eMoney: Enhancing the Value of Financial Planning Webinar
11:00 am - 12:00 pm
  • eMoney
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial planning in their practices. This series will dive into the valu , ...
29
30
ESI Partner Prudential: New Goals, New Rules, New Year
4:00 pm - 5:00 pm
  • Prudential
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Kick off the new year with strategic insights from Prudential in our upcoming session ‘New Goals, New Rules, New Year.’ This timely presentation will equip you with the latest updates on regulatory cha , ...
31
1
2
3
4
ESI Partner AssetMark: Creating a Fee Based Business – Why Change Now?
4:00 pm - 5:00 pm
  • AssetMark
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Join us for an enlightening session with Brian Posner, Business Consultant at AssetMark, as we explore the shift from transactional products to fee-based client relationships. This trend has gained significant mom , ...
5
ESI Investment Camp Series – Fact Finding for Investment Business (Week 1 of 8)
4:00 pm - 5:00 pm
  • ESI
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Transform Your Practice & Propel Your Growth with ESI’s Investment Camp 8 part series. Join us in our series and use this as your gateway to mastering the comprehensive suite of product solutions availab , ...
6
7
8
9
10
11
ESI Meet the Strategists Series – Fidelity Diversified Managed Portfolios
4:00 pm - 5:00 pm
  • Fidelity Investments
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Join us for this month’s session of the “Meet the Strategists” series, featuring Carlos Fragoso, Vice President, Model Portfolios, as he shares insights from Fidelity, a global leader in investment man , ...
12
ESI Investment Camp Series – Fundamentals of Investing (Week 2 of 8)
4:00 pm - 5:00 pm
  • ESI
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Dive into the essential concepts of investing with our upcoming webinar, “Fundamentals of Investing“. This session, led by JC Gepigon, Product Management Associate at ESI, is designed to arm you with t , ...
13
ESI Partner Equitable: Practice What you Preach
4:00 pm - 5:00 pm
  • Equitable
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Join us for an insightful session hosted by Equitable, titled ‘Practice What You Preach.’  This webinar will cover the essential practices that financial professionals should embody to not only advise their , ...
14
15
16
17
18
ESI Partner Envestnet: Personalization at Scale
4:00 pm - 5:00 pm
  • Envestnet
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Join us for this session designed to help you unlock the full potential of PMC’s products and services to drive growth in your practice, presented by Ryan Darr at Envestnet. This session will provide a comprehensi , ...
19
ESI Investment Camp Series – Mutual Funds, ETFs and Alternative Investments (Week 3 of 8)
4:00 pm - 5:00 pm
  • ESI
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Join us for an insightful exploration into the world of mutual funds, ETFs, and alternative investments with week 4 of Investment Camp led by JC Gepigon, Product Management Associate at ESI. This session is design , ...
20
21
22
23
24
25
26
ESI Investment Camp Series – Annuities (Week 4 of 8)
4:00 pm - 5:00 pm
  • ESI
All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar. Dive into the essentials of annuities with our upcoming webinar, “Annuity Basics,” presented by JC Gepigon, Product Management Associate at ESI. This session is tailored to demystify the different type , ...
27
ESI Partner Transamerica: Beyond Money – The Rest Of Retirement
4:00 pm - 5:00 pm
  • Envestnet
28
1

TC7580607(0125)3