Learning Library – Equity Services, Inc

(Re)Introducing AssetMark Self-Directed Brokerage Account

What if you could help clients manage one of their largest assets—their workplace retirement plan—before retirement? Join us for an exclusive webinar on AssetMark's…

Matt LyonJuly 14, 2026

Learning Library

Panel Discussion Recording: Growing Your Practice with Intention and Efficiency

Panel Discussion - Growing Your Practice with Intention and Efficiency A recording from Thursday, April 9th. View the recording of an engaging panel discussion…

Matt LyonMay 12, 2026

Learning Library

Future Standard – FS Credit REIT Product Discussion

Future Standard - FS Credit REIT Product Discussion A recap from Thursday, March 19th. This insightful webinar explores the fundamentals and opportunities of investing…

Matt LyonApril 7, 2026

Learning Library

Market Assessment Post Iran Strikes with Fidelity Investments

Iran Strikes Market Assessment with Fidelity Investments A recap from Tuesday, March 10th. Join ESI's Brian Nelson in collaboration with Fidelity’s Paul Ma, for…

Matt LyonMarch 12, 2026

Learning Library

Maple Capital 2026 Market Outlook

Join ESI and strategic partner Maple Capital as we look ahead to 2026. This market outlook focuses on what matters most to clients—protecting progress, managing…

Matt LyonMarch 3, 2026

Learning Library

ESI Partner Pacific Life – Client Conversations: When to take Social Security

Watch here for an insightful session with a our VA partners from Pacific Life! Client Conversations Social Security: When Should I Claim my Benefit…

apaquette@nationallife.comOctober 10, 2025

Learning Library

ESI Investment Camp 201 – Advisory Solutions 201: An In-depth Approach to Portfolio Design

Advance Your Practice with Specialized Training Part of the ESI Investment Camp, the ESI Advisor Ascend Series is a five-session program designed to support…

apaquette@nationallife.comOctober 10, 2025

Learning Library

ESI Partner Yext Hearsay Social – Posting with Strategy and Intent

In this session, topics include: Posting through Hearsay: Utilize the Hearsay publishing tool for planning and scheduling posts to maintain a consistent, impactful…

apaquette@nationallife.comOctober 10, 2025

Learning Library

ESI Investment Camp 201: Modern Marketing for Financial Professionals

Advance Your Practice with Specialized Training Part of the ESI Investment Camp, the ESI Advisor Ascend Series is a five-session program designed to support…

apaquette@nationallife.comOctober 10, 2025

Advisory Learning Library

ESI Meet the Strategists: Horizon Investments – Better Together

Watch to learn and explore the potential benefits of blending Investment Managers from our Strategist in Illuminations, Horizon Investments. Learn Horizon’s mission of providing…

apaquette@nationallife.comOctober 10, 2025