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.

Mar
15
Fri
CLS Partnership Meeting @ Omaha Home Office
Mar 15 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.

May
17
Fri
CLS Partnership Meeting @ Omaha Home Office
May 17 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
17
Mon
CLS Excelerate Conference @ Marriott Downtown Capitol District
Jun 17 – Jun 18 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.

Jul
19
Fri
CLS Partnership Meeting @ Omaha Home Office
Jul 19 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.

Oct
18
Fri
CLS Partnership Meeting @ Omaha Home Office
Oct 18 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.

Nov
8
Fri
CLS Partnership Meeting @ Omaha Home Office
Nov 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.