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 2010 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 2010 National Conference will be held in Kansas City, Missouri, September 22-25 at the Kansas City Convention Center.
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 2010 Premier Club will be in San Antonio, Texas, March 3-6 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 2010 includes:
- February 4 - 5 Scottsdale, AZ
- May 20 - 21 Boston, MA
- July 22 -23 Philadelphia, PA
- October 28 - 29 Detroit, MI
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 2010 OSW schedule:
- January 21 - 22
- March 18 - 19
- May 13 - 14
- July 15 - 16
- August 26 - 27
- November 4 - 5
