We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.
We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.
We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service. But just because you are independent, doesn't mean that you have to be alone.
Don’t let momentum dictate the future of your business.
WHENThursday, December 14, 2017
3:00pm - 6:00pm
EFA Home Office
580 Fishers Station Drive, Victor NY 14564
WHENJanuary 17-18, 2018 & February 20, 2018
KMS FINANCIAL SERVICES2001 Sixth Avenue16th Floor Conference RoomSeattle, WA 98121
WHENTuesday, February 6, 2018 8:00am - 5:00pm & Wednesday, February 7, 2018 8:00am - 12:00pm
Securities America’s Corporate Headquarters