Online practice improvement presentations that meld collaboration with best practices.

July 28th       11:00am - 12:00pm (CST)

Message Received

The top 10 words to use - and to lose - in conversations with clients.

Presented by J.R. Taylor, CFP®, CIMA®, VP ,Market Leader at Invesco.

After registering, you will receive a confirmation email containing information about joining the webinar.

*For registered rep use only 

Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.

2026 Peer Forum Schedule

07/28/2026

Message Received

• Presented by J.R. Taylor and JT Thorpe with Invesco
• Top 10 words to use—and words to lose—in conversations with clients.

09/22/2026

Tax Implications of Entity Structure

• Presented by Griffin Thomas, CPA and Tax Advisor with Prosperity Advisors.
• What to know about Sole Proprietorships, Partnerships, S Corps, & C Corps.

11/17/2026

Market Update

• Presented by Brett Jergens, CFA, CIO with Prosperity Advisors and Gene Goldman, CIO with Cetera.
• What you need to know following the midterm election.