Early Bird Rates - Until August 1 Member $315 Nonmember $415
Regular Rates - August 2 - October 1 Member $365 Nonmember $465
Late Rates - After October 1 Member $400 Nonmember $500
Agenda-at-a-Glance
6:30amRegistration Opens 7:00am Couples & Money: A Financial Planner's Guide to Navigating Love, Conflict, and Wealth 8:00amAI & Automation for Financial Advisors: Streamline Your Practice without Sacrificing Personal Touch 9:00amBreak and Sponsor Time 9:20am Better Together: Avoiding Common Estate Planning Errors with Legal Insight 10:10am Break and Sponsor Time 10:20am TBD 11:10am Break and Sponsor Time 11:20am TBD 12:10pm Lunch 1:00pm Round Table Discussions 1:50pm Helping Nervous Clients Understand and Financially Plan for the (True) State of the Social Security System 2:40pm Break 2:40pm TBD