EDUCATION AND DEVELOPMENT SERIES
Pershing’s Education and Development Series is a curriculum-based program that helps you grow your business. It offers insights from leading industry authorities and Pershing subject-matter experts.
Join us for our next webcasts, which will feature these topics:
||Gifting to Descendants in the Current Tax Environment
Here you will learn about the latest legislation regarding the estate, gift and generation-skipping transfer taxes, wealth transfer strategies and the advantages and disadvantages of lifetime giving.
Featuring experts from:
||Eight Critical Topics For Advisors to Jump Start Retirement Conversations
Whatever your client’s retirement goals may be, discover critical resources available in Netx360 to take the guesswork out of eight frequently asked questions about retirement. Join Pershing and Wealth Management Systems Inc. (WMSI) to learn about how to take the complexity out of important retirement topics.
||Increasing Advisor and Client Collaboration – Leveraging Online Portal and Mobility
This webcast will discuss using technology to appeal to investors of all generations, the evolution of advisor service model and the importance of leveraging online access and mobile to collaborate and build relationships, be transparent and service clients. It will cover the new NetXInvestor platform, new NetX360 Mobile App for advisors and the benefits to clients and investors of the new UI, It will touch on future deliverable of vault technology for advisors and their clients.
||New Enhancements for BondCentral
The new BondCentral enhancements can improve your productivity. The first is an interest rate sensitivity analysis to see the effects of interest rate changes on a proposed portfolio. A flexible corporate bond search function separating investment grade form high yield paper, and enhanced portfolio reports which calculate taxable equivalent yield are also featured.
We look forward to your participation.