FEATURE STORY
After a break to grab some
refreshments, 120 attendees
broke into teams and set out on
a combination scavenger hunt/
Amazing Race activity, capturing
fun videos of their team executing
their challenges. After completing
their missions, they returned to
the Marriott for an awards show
and dinner.
Securities America makes
this such a nice event that
really empowers you, feel-
ing like being an assistant
is really something special.
- Sherry Eichelberger,
Services
Attendees were back early Friday
Niehaus Financial
morning for a quick breakfast and
educational sessions throughout
the morning. Following lunch,
Connor Sung, CFP ® , a senior
financial planning consultant at
eMoney Advisor, shared ways Securities America advisory
firms will be able to offer holistic wealth management
solutions when the platform becomes available next year.
Throughout the event, Securities America experts from
Securities America Advisors, Practice Management, Field
Technology, Marketing, Supervision, Rep Relations and
Compliance Communications offered individual consultations
with attendees.
When asked why she returned to AU for the third time this
year, Sherry Eichelberger, a client service specialist with
Niehaus Financial Services, said: “I just love meeting some of
the other assistants that come and hearing what they have
to say about their offices and meeting the staff that I talk to.
5 Financial Institutions Newsletter | 4 th QUARTER 2018
It's always nice to meet
them, a face with the name. And
Securities America makes this such
a nice event that really empowers
you, feeling like being an assistant
is really something special.”
The Assistant University planning
team thanks all the support staff
who traveled to Omaha to attend
AU and reminds everyone to circle
Oct. 2-4, 2019, on their calendars
for next year’s conference.