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.

Aug
24
Fri
CLS Partnership Meeting @ Omaha Home Office
Aug 24 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.

Sep
28
Fri
CLS Partnership Meeting @ Omaha Home Office
Sep 28 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
10
Wed
CLS Advisor InsightTM Conference @ Omaha Marriott Downtown at the Capitol District
Oct 10 – Oct 12 all-day

CLS’s Advisor InsightTM Conference is brimming with top-notch content, networking events, and opportunities to meet one-on-one with CLS management and support teams. Below is a sneak peek of some of our conference sessions. Click here to explore all of our conference speakers and sessions.

  • Priceless – The Language of Value
    Invesco Consulting
  • Personal Security from All Angles
    Fidelity Clearing & Custodial Solutions
  • ETFs: Fundamentals, Trends & Myths Explored
    BlackRock
  • Secrets to Hiring Star Performers
    Scala Talent
  • 8,000 Days of Retirement
    Hartford Funds
Nov
9
Fri
CLS Partnership Meeting @ Omaha Home Office
Nov 9 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.