Cambridge offers a robust schedule of events designed to help our rep-advisors enrich and grow their practices. Some of these events are open to financial advisors of other broker-dealers. Space is limited! For questions about these events, please contact Cambridge This e-mail address is being protected from spam bots, you need JavaScript enabled to view it at 877-4BD-4RIA (877-423-4742).
The Cambridge National Conference is open to our rep-advisors, administrative staff, and qualified guests. Our biggest event of the year delivers dynamic speakers, informative sessions, and exclusive networking opportunities. Qualified guests welcome!
The Cambridge Premier Club is a reward for our top producers; by invitation only.
The Cambridge Wealth Strategies Workshop is a one and a half day wealth management meeting hosted regionally four times a year. This year, the focus is on estate and income distribution planning discussions and case studies. Qualified guests welcome!
The Cambridge Branch Growth Forum supports Cambridge rep-advisors interested in building successful branches.
The Cambridge Insurance Forum offers cutting-edge insurance solutions, powerful sale strategies, and innovative product solutions. Qualified guests welcome!
The Cambridge Succession Planning and Practice Acquisition: The Art and Science of Getting to Win-Win is a half day focus on unique solutions for succession planning and acquisitions including a multi-level process to increase value and create a smooth transition plan. Qualified guests welcome!
The Cambridge Retirement Plan Summit explores the tools and knowledge needed to expand your retirement plan business. Qualified guests welcome!
The Cambridge Women Advisors Forum is a two-day focus on navigating the communication differences between genders to enhance teamwork and bridge the communication gap for both clients and colleagues. Qualified guests welcome!
The Cambridge Office Solutions Workshop (OSW) is a day and a half workshop hosted at the home office in Fairfield, Iowa. 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 the opportunity to sample our culture. Qualified guests welcome!
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