Discover exactly what you need to know to thrive and adapt to the massive industry changes we're living through today.

 Uncover strategies to gain and retain more clients in 2021 and beyond.
 Learn about new SEC and tax rules affecting financial professionals.
 Get insider tips & tricks from top advisors and experts that will help you maximize your ROI and avoid making common mistakes.
 Gain knowledge on navigating the volatility of in-person and virtual efforts.

 FEATURED SPEAKERS: 

Ed Slott - CPA, America's IRA Expert

Deirdre Van Nest - Founder, Crazy Good Talks

Frank Maselli - Professional Speaker, Seminar Expert & Coach

Max Schatzow - Attorney, Stark & Stark

Evan Kramer - CEO, White Glove

Monica Ho - Chief Marketing Officer, SOCi, Inc.

Brad Gotto - Partner/Private Wealth Manager, Fiat Wealth Management

Luke Acree - President, ReminderMedia, Host of Stay Paid

Brad Swineheart - Vice President of Business Development, White Glove