February 1-4, 2017 | San Diego

Breakout Sessions

The heart of National LINC 2017 are breakouts. We know content is the overarching reason you attend (well, there’s also networking) so impact is our #1 focus. If it’s not relevant, it’s out.

The magic number is 48. How many can you pack in?

Learning continually is coin of the realm in an industry with this much volatility. For three solid days immerse yourself in topics vital to your business, your staff and your clients.

Choose from among pre-conference and main agenda sessions, peer learning from advisors’ panels, thought & industry leader insights, plus interactive deep dives into topics of interest for your enterprise and your role in it.

Get questions answered with actionable guidance you can share when you’re back home, paying forward the knowledge and understanding you received.

An added bonus are those sessions qualifying for CE Credit.


  • Evolve your practice management to deliver world-class client experience
  • Build a more efficient business
  • Manage Human Capital – multiple generations of clients and employees
  • Explore & secure the future of your business
  • Appreciate the Regulatory & Compliance landscape (AML, DOL, Continuity)
  • Innovate and disrupt the norm with creative thinking
  • Focus your business development & growth
  • Modernize your Investment Solutions (Market Updates, Alternatives, ETFs)
  • Fine-tune your take on Wealth Management (Estate, Trust)
  • Incorporate Risk Management and Security
  • Develop focused Retirement Plans
  • Discover new ways to incorporate technology in Veo® Village
  • Bring your best game to the Business Consulting Lounge