AdviceTech Live 2022 | AdviceTech.LIVE | 29 September 2022 | Virtual Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Thu Sep 29 EDT (about 2 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Join this crowd-sourced event of fintech companies, professional advisors, thought leaders and media as we create a total immersion program to see what's new from 20 companies and join forces in supporting good works through our Benefactor Partners 2022. At least 50% of ticket sales go to our chosen benefactor partners so that we can all contribute to supportive initiatives in our community.
AT.L is all about building a community co-hosted event where newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans. That is why all enrolled students of financial services education are provided free access so we can inspire them to invent the next generation of advice delivery.
Why you should attend:
• Hear reveals from Tech Leaders
• Listen to sme panel debates
• Support our benefavtor partners
• Participate in the community
Speakers
2022 Speakers
H. Adam Holt, CFP®, ChFC®
Founder & CEO, Asset-Map
TJ Hill
VP, Digital Marketing, Asset-Map
Alison Susko
Director of Partnerships, Asset-Map
Alan O'Donnell, MA, MBA, RICP, ChFC, CLU
Director of Advice Engagement, Asset-Map
Eddie Lieber
Director, Analytics and Operations, Asset-Map
Craig Iskowitz
CEO, Ezra Group
Lazetta Rainey Braxton, MBA, CFP
Founder & CEO, Lazetta & Associates
Penny Phillips
Co-Founder, President, Journey Strategic Wealth
Manish Khatta
President, Potomac Fund Management
Meg Carpenter
CEO, FiComm Partners
Emily Binder
Founder, WealthVoice
Diana Yáñez, MA, CFP, RLP
Founder & Community Coach, All The Colors
Dr. Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Chief Creative Officer, Investments & Wealth Institute | visiWealth, Dr. Riskin serves as Chief Learning Officer for the In
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC
Chief Financial Planning Nerd, Kitces.com
Carl Richards, CFP
Founder, The Society of Advice
Mac Gardner, CFP
Founder & CEO, FinLit Tech
Keena Pettijohn
CEO & Founder, Lifelogixs Strategic Consultancy Group
Toussaint Bailey
Founder & CEO, Uplifting Capital
Dr. Meghaan Lurtz, FBS
Researcher, Writer, Educator, Kitces, Bento, KSU, Columbia, KSU
Dr. Preston Cherry
Professor of Financial Planning, University of Wisconsin Green Bay
Dr. Sarah Asebedo
Director School of Financial Planning, Texas Tech University
Dr. Michael Finke
Professor of Wealth Management, The American College of Financial Services