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Event Date |
Tue Nov 12 PST - Fri Nov 15 PST (about 5 years ago)
In your timezone (EST): Tue Nov 12 4:00pm - Fri Nov 15 3:00pm |
Location |
Hyatt Regency Mission Bay Spa And Marina
1441 Quivira Rd, San Diego, CA 92109, USA |
Region | Americas |
The Community of Tax-Focused Financial Planners Operating Under the Retainer Model.
2019 Speakers
Mitch Anthony
President, Advisor Insights Inc.
Cheryl Holland, CFP®
President, Abacus Planning Group
Dr. Valerie Young
Internationally-known expert on impostor syndrome
Marie Swift
Published Author/PR Pro
Pam Krueger
Author/Journalist
Gail MarksJarvis
Author/Journalist
Lynn O’Shaughnessy
Author/Journalist
Bob Veres
Author/Journalist
Liz Weston
Author/Journalist
2019 Sponsors
PLATINUM:
• ASEST DEDICATION
• BW
• LLis
• Longbridge
• Amertrade Institutional
• timeline
GOLD:
• Care.com HomePay
• COVISUM
SILVER:
• AICPA
• Bridge
• BLLFIN
• Capitect
• College Aid Pro
• Dimensional
• GRENDEL
• MAGA
• MARKEL
• Mike & Carl
• my529
• NAPFA
• LAW OFFICE OF LORI J. NEIDEL, INC.
• Northpointe Bank
• RCL Advisor
• SHAREHOLDERS SERVICE GROUP