Commitment to Continuing Education

Give a man a fish and you feed him for a day; teach a man to
fish and you feed him for a lifetime. - Malmonides

A core component of consistently delivering high-quality wealth management services is our commitment to continuing education. We closely monitor all of our designations and licenses to ensure they’re up to date. We also make the time to attend industry conferences around the country to stay abreast of new trends and changes.

EVENT

DATE

LOCATION

ATTENDEES

TAKE AWAYS

Study Group December 5-8, 2019 Phoenix, Arizona Andrew Anderson Best practices; next phase of life planning.
Wells Fargo Advisors Premier Advisor Higher Education Conference August 11-15, 2019 Bachelor Gulch, CO Andrew Anderson Invitation only event for select advisors at Wells Fargo Advisors. Small group presentations by top management as well as one-on-one discussions with various department heads within Wells Fargo Advisors.
Wells Fargo Advisors Pinnacle Conference June 3-5, 2019 Scottsdale, AZ Andrew Anderson Wells Fargo Advisors invitation only event for the top 250 advisors nationwide. Conference was focused around themes of "Acquire. Advise. Serve." Discussions with key Wells Fargo and other industry leading experts in the financial services industry. Key topics included: strengthening relationship with women clients; maximizing productivity; and championing person connections.
Study Group May 14 -17, 2019 Billings, MT Andrew Anderson Best practices; team building within groups; developing and adding new advisors to teams.
Barron’s Teams Summit Feb 4-6, 2019 Las Vegas, NV Andrew Anderson An invitation-only event focused on improving interpersonal dynamics and sharing innovations in wealth management. Key topics included: practiced management consulting; maximizing team performance to better serve our clients; how to better serve an aging population; and serving the next generation of investors.
Study Group Nov 29-Dec 2, 2018 Minneapolis, MN Andrew Anderson Best practices; helping the next generation of our clients.
Wells Fargo Client Experience Symposium Mar 19-22, 2018 St. Louis, MO Andrew Anderson Highly interactive conference focused practice management through peer to peer interaction. Key topics discussed were focused on the elevation of client experiences using new tools and technology.
Wells Fargo Advisors Pinnacle Conference May 31-Jun 2, 2017 Salt Lake City, UT Andrew Anderson Discussions with Wells Fargo corporate leaders; current economic thinking from Darrell Cronk, President, Wells Fargo Investment Institute; Chief Investment Officer, Wealth and Investment Management, information from Massachusetts Institute of Technology (MIT) Age Labs; helping clients navigate death.
Wells Fargo DELTA Graduates Conference Apr 23-24, 2017 St. Louis, MO Andrew Anderson Business marketing; visiting key home office contacts to build internal relationships
Study Group Apr 5-7, 2017 Denver, CO Andrew Anderson Best practices; developing next phase of life planning for our clients.
Long-Term Care Insurance Nov 17, 2016 Portland, OR Andrew Anderson Oregon and reciprocal states training for long-term care insurance.
Study Group Nov 9-11, 2016 Columbia, SC Andrew Anderson 2016 in review; 2017 planning in marking and practice management; and Department of Labor impacts on the financial services industry.
Wells Fargo DELTA Program Feb-Jul 2016 Andrew Anderson Intensive coaching and consulting process to strengthen best client practices.
Wells Fargo Continuing Education Ongoing annually Andrew Anderson Risk management, ethics, anti-bribery and corruption

2019 CONTINUING EDUCATION

DATE

Asset allocation Ongoing
Understanding IRA’s Ongoing
Section 529 Plans Ongoing
Ethical Practices Ongoing
Oregon Statutes Ongoing

INSURANCE LICENSES

Oregon #664138
California #0B03182
Washington #94068
Idaho #595317
Florida #P065919

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.