Broker Check


February 12 - February 13, 2018

8:30a - 4:00p

Brighthouse Financial

Behavioral Financial Advisor Designation

Elevate your role with clients by establishing yourself as a trusted, highly valued partner. The Behavioral Financial Advice Training Program, in cooperation with think2perform, provides training that deepens client relationships, allowing you to move beyond a product focus and effectively influence the spending and saving behavior of your clients - the most important factor in portfolio growth. Individuals who have successfully completed their Behavioral Financial Advice certification exam are authorized to use the following certification marks in communications and marketing materials: Behavioral Financial Advisor™, BFA™.


March 14 - March 15, 2018

8:00a - 7:00p

The Resort at Pelican Hill

Masters Forum Pinnacle Club

Securities America's Masters Forum is a by-invitation only event for our most successful representatives. Attendees will have access to some dynamic educational opportunities, with plenty of time to relax and enjoy the sights and sounds of the area, as well as the amenities at the resort. For qualification details, go to Compensation & Incentives, Masters Forum on the Business Center.


March 21, 2018

10:00a - 3:00p

SPOT Cowork

EFA Branch Meeting

Join us for a day of education, idea sharing and networking with your fellow EFA Advisors. Special guest David Feor, CPA from RDG+Partners will be on hand to discuss the newly implemented tax code, and the effects it will have on your business and your clients.

Event Registration

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