Webinars & Events
We’ve got some exciting programming ahead for those looking to learn more about our platform and investment capabilities. Sign up below to join us live, or to get a replay in your inbox for on-demand viewing. Or check out replay videos of prior events.
Register for Upcoming Live Webinars:
WEDNESDAY, OCTOBER 19
GeoWealth Model Marketplace Tour: Philosophy & Process
Hear from GeoWealth’s Head of Asset Management, Jen Wing as she guides you through our third-party model marketplace, comprised of hundreds of models from trusted asset managers. We’ll share our philosophy to leveraging model portfolios and discuss how to best utilize this marketplace for your RIA firm.
Tour our investment menu from Jen Wing, Head of Asset Managment.
THURSDAY, NOVEMBER 9
GeoWealth TAMP Tour: Get a Live Platform Demo
Short on time, but curious about how GeoWealth can help you improve efficiency, streamline operations, and deliver better client outcomes? Join us to get a high-level understanding of all the essential functions of our TAMP and investment solutions. We’ll walk through GeoWealth’s platform and solutions in just 30 minutes.
If you like what you see, schedule your one-on-one demo with our Sales Team.
Webinar Replays
WATCH ON-DEMAND
In case you missed these events the first time around, these recorded webinars mean you can listen and learn on your schedule. Browse the library below to access on-demand viewing of past webinars.
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UPCOMING EVENTS
SCHWAB IMPACT 2023
October 24-26, 2023
The team will be in Philadelphia, PA for IMPACT 2023, one of the biggest events of the year. Be sure to swing by our booth to chat, mingle, or get a platform demo.
THE LUMINARIES AWARDS
November 28, 2023
We’ll be in New York when ThinkAdvisor announces the winners of their LUMINARIES Awards. We’re named in their Class of 2023 honorees as a top TAMP.
T3 CONFERENCE 2024
January 22-25, 2024
We are proud sponsors of T3’s 20th Annual Technology Conference in Las Vegas in early 2024. We’ll be at our booth to talk all things technology and offer demos.
Will you also be attending? Drop us a line.
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