Betterment Institutional Webinar

Betterment Institutional Webinar
Steven D. Lockshin
10/16/15 4 PM EST
Live CPA
Program Id: 101005579
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After 25-years of building innovative companies – including one of the nation’s largest RIAs and a successful TAMP — Steve Lockshin is now at Betterment Institutional and automating financial technology for advisors. At this webinar, you’ll learn about:

 

The changing landscape in investment advisory

Ostriches, early birds, and vulture advisors

Advisor beliefs versus reality 

Whether RoboAdvisors are a friend or foe

A massive wealth transfer opportunity and risk

Betterment Institutional's innovative approach for advisors

 

Steve Lockshin founded Convergent Wealth Advisors (formerly CMS Financial Services) in 1994 and served as CEO for 18 years. In 1995, he founded CMS Reporting; now known as Fortigent, LLC, a leading provider of outsourced wealth management and reporting solutions. Today, he is a partner in numerous ventures, including Betterment Institutional; and he is focused on leveraging technology for advisors and consumers.

This webinar is eligible for live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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