Bob Veres' Insider's Forum 2022 | Conference Direct | 28 September 2022 | The Grand America Hotel, 555 S Main St, Salt Lake City, UT 84111, USA

Venue
The Grand America Hotel
The Grand America Hotel, 555 S Main St, Salt Lake City, UT 84111, USA

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Event Date Wed Sep 28 MDT - Fri Sep 30 MDT (about 2 years ago)
In your timezone (EST): Wed Sep 28 2:00am - Fri Sep 30 2:00am
Location The Grand America Hotel
555 S Main St, Salt Lake City, UT 84111, USA
Region Americas
Details

This conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general "curator" of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.

Speakers

2022 Speakers

Michael Finke
American College

Tim Rembowski
DPL Financial Partners

Dan Wanous
Thrivent Advisor Network

Steven Sweeney
Prudential Financial

Christopher Dillon
T. Rowe Price

Joel Bruckenstein
T3

Ross Levin
Accredited Investors

Susan Bradley
Financial Transitionist

Brent Weiss
Facet Wealth

Jason Wenk
Altruist

Brian Martin
Accredited Investors

Allen Eickelberg
Spire Investment Partners

Adrianne Gordon
Davis Financial Planning

Edgar Collado
Tobias Financial Advisors

Tess Downing
Complete View Financial

Ginnie Baker
Beaird Harris

Lisa Crafford
BNY Mellon/Pershing

Scott Sprinkle
Sprinkle & Associates

Akemi Dalvi
Kondo Wealth Advisors

Ted Sarenski
SageView Advisory Group

Lyle Benson
LK Benson & Co

Akhil Lodha
StratiFi Technologies

Caleb Brown
New Planner Recruiting

Julie Littlechild
Absolute Engagement

Shauna Mace
SEI

Luke Dean
Utah Valley University

Sponsors & Partners

2022 Sponsors

PARTNER LEVEL:
• SEI

PREMIER LEVEL:
• Prudential
• Lincoln Financial Group
• Thrivent

PRESIDING LEVEL:
• FP Alpha CX

SUSTAINING LEVEL:
• TrueNorth
• Tweedy Browne Company
• Markel
• Osterweis
• BOK Financial
• Red Tail
• XLR8
• My529
• FP Transitions
• LiveOak Bank
• Hubly
• DPL Financial Partners
• Econiq
• Stratifi
• Orion
• Advisor Engine
• BNY Mellon Pershing
• Encorestate Plans
• Max
• Flourish
• Elements
• Axos
• Andes Wealth Technologies