Cambridge recognizes the value of providing opportunities to enrich and grow your practice. We are committed to designing and hosting workshops and conferences throughout the year that give you and your administrative staff the tools you need to develop your practice through training, gain exposure to new products and ideas, and foster relationships through networking.
Cambridge 2011 Events:
The Cambridge National Conference, is an annual event that provides valuable presentations regarding industry hot topics, round table discussions with our vendors, Firm Element and Continuing Education credits, and an opportunity to complete your Annual Compliance Meeting requirement. It’s a great chance to network with other Rep/Advisors and Cambridge staff! The 2011 National Conference will be held in downtown Atlanta, Georgia, November 2-5 at the Atlanta Marriott Marquis.
The Cambridge Premier Club Conference is an annual event honoring our top producers. Cambridge recognizes Rep/Advisors that meet or exceed qualification levels that are set by our Board of Directors throughout the year. Firm Element and Continuing Education credits are offered in morning meetings leaving the afternoons open to enjoy the destination. The 2011 Premier Club will be in Marco Island, Florida, February 23-26 at the JW Marriott.
Cambridge Performance Solutions Workshops (PSW) are regional meetings held once each quarter. The day and a half wealth management workshop focuses on today’s most important advanced planning topics to grow your business.
The current PSW schedule and venues for 2011 includes:
- January 19 - 21 Orlando, FL
- May 4 - 6 Washington DC
- July 13 - 15 San Francisco, CA
- September 21 - 23 Chicago, IL
Women's Forum: An inaugural event in 2011, Cambridge's Women's Forum is a daylong meeting consisting of a series of discussions with successful women in and outside our industry. This event offers women a unique opportunity to network with more than 250 other Cambridge female financial advisors. In addition, the agenda will allow for several networking breaks providing ample networking time. Date and location to be determined.
Cambridge Office Solutions Workshops (OSW) is a day and a half workshop hosted at the Home Office in Fairfield, Iowa, primarily designed for new Rep/Advisors and their administrative staff. The OSW is a valuable component of the overall transition process and provides hands on technology training and an opportunity to experience our unique culture. You will also have the opportunity to meet face to face with Cambridge staff that you speak with everyday!
OSWs are conducted quarterly at the Home Office in Fairfield, Iowa. Cambridge provides up to two nights hotel stay and five meals.
The 2011 OSW schedule:
- January 27 - 28
- March 10 - 11
- June 23 - 24
- August 4 - 5
- October 13 - 14
