Past Events

Sep
24
2021

September 17 & 24, 2021
Charged admission | Open to members & non-members | Press allowed

Co-Chairs
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors

Distribution Leadership

Sep
22
2021

September 22, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Megan Rumney,
National Account Manager, T. Rowe Price Associates
Holly Tworkowski, Vice President, Advisor Consultant, U.S. Wealth Advisory Services, Nuveen

Leadership Pathway

Aug
26
2021

Thursday, August 26, 2021 at 12:00 PM ET
Complimentary admission | Open to members & non-members | Press allowed

MMI Webinars

Aug
5
2021

Thursday, August 5, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

MMI Webinars

Aug
3
2021

Tuesday, August 3, 2021 at 2:00 PM ET
Complimentary admission | Open to members and non-members 

MMI Webinars

Jul
14 - 15
2021

Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Alternative Investments

Jun
23
2021

Wednesday, June 23, 2021 at 1 PM ET
Complimentary admission | Open to members only

The concept of a Unified Managed Household (UMH) has been around for decades, but making it real has proven difficult – until recently.

Join us on Wednesday, June 23 at 1:00 PM ET for a members-only MMI Webinar presented by the Technology & Digital Advice Community.


 

MMI Webinars

Jun
21
2021

Monday, June 21, 2021 at 1 PM ET
Complimentary admission | Open to members only

MMI Webinars

Jun
16 - 17
2021

June 16 & 17
Charged admission; Complimentary for Financial Advisors  | Open to members and non-members

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.


May
26
2021

March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed

The COVID-19 pandemic and ensuing economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?