Events

You can find CLS at a number of industry-wide events each year, in addition to hosting our own professional development conferences. Please contact a member of the CLS sales team to learn more.

Dec
8
Fri
CLS Partnership Meeting @ Omaha Home Office
Dec 8 all-day

CLS’s Partnership Meetings are held at our Omaha office and are designed to guide advisors through our disciplined investment methodology, strategies to grow their book of business, and ways they can meet the accumulation, income, protection, and tax management needs of the clients they serve.

Jan
26
Fri
CLS Partnership Meeting @ Omaha Home Office
Jan 26 all-day

CLS’s Partnership Meetings are held at our Omaha office and are designed to guide advisors through our disciplined investment methodology, strategies to grow their book of business, and ways they can meet the accumulation, income, protection, and tax management needs of the clients they serve.

Jun
18
Mon
CLS Excelerate Conference @ Hilton - Downtown Omaha
Jun 18 – Jun 19 all-day

CLS’s Excelerate Conference is a professional development and networking symposium designed to provide financial professional insight into how partnering with CLS can enrich advisors’ practices and grow their client base.

This by invitation only event helps advisors conduct due diligence on CLS and network with other advisors and industry partners. Our Excelerate conference is held in Omaha and features an outing to a College World Series baseball game.

To learn more about Excelerate, please contact a member of the CLS Sales Team.