eMoney Summit - Orlando Florida 2018 | eMoney Advisor, LLC | 8 October 2018 | The JW Marriott Orlando, Grande Lakes, 4040 Central Florida Parkway, Orlando, Florida 32837

They're capturing the next generation of investors. They've gone outside their comfort zones. They're meeting investors where they are. But ultimately, they're meeting the evolving needs of clients. In a word, they’ve become more flexible. This generation of flexible advisors can work across devices, support unique business models, and provide a range of services, all in an effort to service an increasingly demanding investor. And they’re building better businesses because of it.
The question is: Are you one of them?

2018 Speakers

Abby Johnson
Chairman and CEO, FMR

Daniel Pink
Author of WHEN: The Scientific Secrets of Perfect Timing

Alison Levine
Keynote Speaker, Boundry-breaker, Game-Changer, New York Times Bestselling Author

Ed O'Brien
CEO, eMoney

Chad Renfro
Executive Vice President, Head of Cybersecurity, Fidelity Investments

Ron Carson
Founder & CEO, Carson Group

Jess Liberi
Head of Product, eMoney

2018 Sponsors:

• Carson Group
• Fidelity
• Addepar
• Capgemini
• LPL Financial
• United capital
• Riskalyze
• Salesforce
• Ameritrade
• Vestmark
• Black Diamond
• Envestment
• Envestment Tamarac
• IO
• Life Yield
• Orion
• Redtail
• Nation wide
• Charles
• Totum
• Wealthbox CRM