Commitment to Continuing Education

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
Barron’s Teams Summit	May 27–29, 2022	Nashville, TN	Tay Jacoby-Fries, Financial Advisor	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; the future of retirement planning; and digital assets.
Study Group	December 5-8, 2019	Phoenix, AZ	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.