This is an exclusive event for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.
During this virtual gathering of top-tier advisors and firms, you’ll get new ideas and inspiration and hear from some of the top minds in the industry.
Schedule:
October 13
- Welcome
- Jamie Hopkins
- Leadership
- Retirement Income Planning
- Roundtable #1
- Break
- Future of ESG Investing with High Net Worth Clients
- Wrap up
- Sarah Cain
October 14
- Welcome
- Jamie Hopkins
- What Advisors Need to Prepare for with Future of Cryptocurrencies
- Increasing Fees and Providing More Value
- Roundtable #2
- Break
- Trends in M&A and What the Means for Future of RIAs
- Wrap Up
- Jamie Hopkins and Sarah Cain