FAQS

Advisor registration is available exclusively for client facing financial planners and wealth advisors and other financial advisory professionals who provide investment recommendations and/or allocate assets on behalf of retail clients.  You may qualify if you are a client facing advisor or due diligence officer at an RIA, wealth management or securities brokerage firm, private bank, or an endowment, foundation, retirement plan, pension plan, family office or CPA.

The attire for the conference is business casual.

If you are unable to attend, please contact Kelly Kelleher at [email protected]

In the event the conference is cancelled, we will notify all registered attendees via email. The conference producer reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics. Details of the event provided on this website and in other materials is for your general information and use only. It is subject to change without notice.

Attendee registration opens at 5:00 p.m.

Yes, however we encourage you to register beforehand.

Yes, please just register separately for each different event/city.

Contact Us

Registration Contact:

Trisha White

Speaking/Sponsorship Opportunities contact:

Kelly Kelleher