Pershing’s Education and Development Series is a curriculum-based program designed to help you grow your business, offering insights from leading industry authorities and Pershing subject-matter experts on practice management, investment solutions and flexible technology.
Join us for our October webcasts, which will feature the following topics:
|October 8||Introducing Pershing’s Managed Investments Technology Enhancements
This session will present Pershing’s enhanced NetX360® managed account experience, including a demonstration that will illustrate how this integrated solution delivers increased efficiencies that are designed to help optimize an advisor’s day.
|October 15||Learn about Pershing’s New Fixed Income Reporting via NetX360®
This session will help you learn about our new fixed income reporting tool provided by BondWave®. This valuable new tool, currently available through NetX360, offers advisors enhanced views of their clients’ fixed income holdings, and on demand customized reports for client meetings. Register today to learn more!
|October 22||The Social Security Primer: Strategies for Retirement Planning
This session will share the latest strategies for incorporating social security benefits into your clients’ overall retirement portfolios.
Please share this invitation with colleagues who may find these presentations useful.