JFC Cleveland Area Meetup
JFC has partnered with Russell Investments to create a networking event for our advisors in the Cleveland area! More details to come soon. RSVP is required to ryan@jfcadvisor.com or lisa@jfcadvisor.com.
JFC Long Island Dinner
Blackstone Steakhouse 10 Pinelawn Rd., Melville, NY, United StatesJFC has partnered with Advisors Capital Management (ACM) to host a dinner in Long Island for local advisors. RSVP is required to ryan@jfcadvisor.com or lisa@jfcadvisor.com.
LPL Institution Services Summit
The Westin Bayshore Vancouver 1601 Bayshore Dr., British Columbia, Vancouver, Canada*Invitation Only*
JFC BFA Webinar and Designation Opportunity
JFC Advisor Network, in collaboration with Think2perform, is excited to present an opportunity for our advisors to earn the Behavioral Financial Advisor designation (BFA™). Join us for a webinar on Tuesday, June 6th on how to “Reinforce the Value of Your Value as an Advisor” while earning one-hour CFP CE. On this webinar we will […]
JFC Chicago Area Dinner
JFC has partnered with Dimensional Fund Advisors (DFA) to host a dinner for advisors in the Chicago area! Meet us at 5:30pm at The Glen Club in Glenview, IL. Please RSVP to ryan@jfcadvisor.com or lisa@jfcadvisor.com.
JFC Next Gen Advisors Meeting
JFC Next Gen Advisor Group is an elite group of next-generation advisors brought together to idea share, educate, give back, encourage, and help develop one another. Please contact Taylor@jfcadvisor.com for questions or interest in joining the group.
JFC New Advisor Branch Compliance Call
JFC invites new advisors to LPL to join an important call with our Home Office Supervisors to help understand branch file requirements and LPL’s Compliance Tool. This is an opportunity to learn how to keep your branch files in ClientWorks and work through compliance and supervision alerts. Please contact Anne@jfcadvisor.com for questions. Webex: https://lplfinancial.webex.com/meet/brian.moquin Meeting […]
LPL CWS Event at Topgolf Omaha
Nebraska LPL advisors are invited to join regional LPL recruiter, Ben Marks, for a social gathering around the time of the College World Series. The event will be held on Wednesday, June 21st from 4pm-7pm at Topgolf Omaha. Invite to come from Ben Marks.
LPL & JFC Webinar: 2023 Midyear Update
Please join JFC Advisor Network for a call with LPL Chief Global Strategist, Dr. Quincy Krosby, to discuss the 2023 Midyear Update. There will be an opportunity for Q&A at the conclusion of the call. Join from the meeting link: https://lplfinancial.webex.com/lplfinancial/j.php?MTID=m133c9ba26fc428911be8c171d9b58f50
JFC Dismal River Event
Dismal River Club 83040 Dismal River Trail, Mullen, NE, United States*Invitation Only* Qualifying advisors are invited to join JFC and our product sponsors for golf and relaxation in the Nebraska Sandhills. Contact taylor@jfcadvisor.com for any questions.
LPL FOCUS Conference
San Diego Convention Center 111 W Harbor Dr, San Diego, CA, United StatesLPL’s annual flagship advisor conference is a premier industry event that brings together LPL clients, sponsors, and employees to hear from firm executives and other thought leaders, share best practices, and gain valuable insights. The event also showcases the latest resources, technology, and capabilities to build more value and efficiencies.
JFC Dinner during LPL FOCUS Conference
Roy's Restaurant San Diego Waterfront 333 W Harbor Dr., San Diego, CA, United StatesAdvisors are invited to JFC for dinner during LPL's FOCUS Conference in San Diego! RSVP is required here. Contact taylor@jfcadvisor.com for questions.