Experience the Exceptional
Plan to attend the best and most advanced personal financial planning conference in the industry.
Your clients are looking for financial guidance in a world of complexity and uncertainty. Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to bring the greatest value to your clients in one advanced, all-encompassing conference.
The results are in! The 2015 conference exceeded expectations.
Take their word for it, a survey of attendees from the 2015 Conference reveals why this is the best and most advanced personal financial planning conference in the profession.
98% of Attendees felt the quality of speakers exceeded expectations.
96% of Attendees thought the overall conference exceeded expectations.
What do Attendees like best about this conference?
Relevant and timely information; best in class speakers.
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