Dates:
2012 School of Excellence™ April 24-25 Fairlawn Hilton, Akron, OH
2012 School of Life™ October 14-17 Portofino Bay Hotel, Orlando, FL

Higher Learning Through ValMark Securities

ValMark offers two major educational conferences each year: School of Life™, a 3-day conference for Member Office Principals; and School of Excellence™ a 2-day conference for key administrative staff. The attribute that these educational meetings share is a caliber of curriculum and speakers that far exceeds that of most industry meetings.

The School of Life™ – For Member Office Principals

The School of Life™ is ValMark’s accredited annual meeting which satisfies Member’s annual compliance meeting requirement and qualifies for insurance, CFP and CPA and continuing education credits.

More than an annual meeting, The School of Life™, has come to represent one of the industry’s most elite forums for exchanging innovative thoughts and ideas. Dozens of platform and breakout sessions spanning multiple disciplines are led by many of the leading names in financial services today.

Rather than attend every association or company meeting held each year, Member Offices find that The School of Life™ captures the best ideas, information and speakers from around the industry – and combines them with ValMark’s proprietary marketing and practice management tools – to provide a curriculum exclusively designed for the independent wealth advisory firm.

The School of Excellence™ – For Key Administrative Staff

ValMark’s annual School of Excellence™ is designed exclusively for Member Office administrators. One of the educational goals of the conference is to help improve their practice’s productivity through technical training and best practices on the latest insurance, investment and advisory sales procedures, tools, products, business processing, regulations and technology.

The School of Excellence™ has set new standards in high-level staff training throughout the industry. Not only is the curriculum more extensive and innovative than the courses offered by industry education providers, it is also customized exclusively to the needs of ValMark Member Offices in the areas considered necessary to make their practices successful.

Attendance at the School of Excellence™ also provides key staff with their annual Firm Element Training and CE credits. Attendees are able to customize educational tracks to fit the needs of their practice, including multiple tracks for insurance and investments as well as tracks for experienced staff, novices, and staff in transition.