Anticipating the Unexpected
Mock Presentation for the Advisor
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Register for Our Upcoming Advisor Mock Presentations
Once per quarter, Karen Drancik, Business Development Advisor with the Neuberger Berman Advisor Institute (NBAI), will present a 30-minute session on Anticipating the Unexpected, providing you the opportunity to evaluate the program and the client experience.
- Tuesday, July 30, 2024, 2:00 PM ET - Register Now
- Tuesday, October 8, 2024, 2:00 PM ET - Register Now
- Tuesday, January 28, 2025, 2:00 PM ET - Register Now
Anticipating the Unexpected is designed to help position the advisor as the family’s financial quarterback by creating a plan to help navigate their overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning. Crafting a personalized plan can help clients make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.
Contact Us
To learn more about how we can partner with you, please contact your Neuberger Berman representative.
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