Venue
Hyatt Regency Mission Bay Spa And Marina
Hyatt Regency Mission Bay Spa And Marina, 1441 Quivira Rd, San Diego, CA 92109, USA

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

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
Details

The Community of Tax-Focused Financial Planners Operating Under the Retainer Model.

Speakers

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

Sponsors & Partners

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