We recently finalized our list of 2017 events. In addition to attending a number of industry-wide events, we also host our own professional development conferences. Our CLS events for 2017 include:

  • Partnership Meetings, which 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.
  • CLS Excelerate, which is a 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.
  • President’s Council Conference, which is a by-invitation-only event reserved for our highest producing advisors, is dedicated to allowing advisors to network and learn about exciting enhancements to CLS’s methodology, strategies, and resources. President’s Council 2017 will be held March 1-3 in Newport Beach, CA.

To learn more about these exciting opportunities, please contact a member of the CLS Sales Team.