Advisor Education Opportunities

ADVISOR EDUCATION OPPORTUNITIES

Throughout the year, IAA offers on-site, on-location and virtual education opportunities. Such learning opportunities are essential for staying current in an ever-changing world. Our goal is to provide you with an understanding of new programs, processes and technology while creating efficiencies within your practice.

The following opportunities have been offered, to date, in 2018.

  • IAA Market Update with CIO, Chris Zaccarelli
  • Dropbox for Compliance training
  • Orion Review & Demonstration
  • Client Works training
  • Redtail training
  • Goldman Sachs Private Bank Select presentation

WE PROVIDE AN IDEAL COMBINATION OF AUTONOMY AND SUPPORT

Learn more about IAA business models…

Integrity. Transparency. Choice.