The Cambridge Wealth Management program addresses a Rep/Advisor’s need for essential information and impartial counsel regarding the three broad phases of wealth management: accumulation, distribution, and legacy.
Performance Solutions Workshops
Cambridge’s Performance Solution Workshops are regional events designed around product knowledge and peer networking opportunities. The goal is to enable Rep/Advisors to apply what they have learned to their client relationships immediately upon returning to their office.
We offer this one and a half day workshop focusing on the wealth management strategies and
marketing tools you need to offer the sophisticated planning guidance that your clients are demanding.
Workshop topics include:
- Roth Conversions
- Understanding NUA
- Helping Clients Avoid AMT
- Capturing IRA Rollover Assets
- Elements of a Successful Retirement Income Plan
- Estate Planning Essentials
- Risk Management
We do the research and make it easier for you to build your wealth planning business.
Our focused approach to wealth management information will quickly guide you to the forefront of new market opportunities. We provide advanced planning tools and guidance to help you navigate an intricate regulatory environment and answer your clients’ complex planning questions.
Click here to discover how our Wealth Management will
help you grow your practice.