Venue
JW Marriott Miami Turnberry Resort & Spa
JW Marriott Miami Turnberry Resort & Spa, 19999 W Country Club Dr, Aventura, FL 33180, USA

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Event Date Mon Oct 2 EDT - Wed Oct 4 EDT (about 1 year ago)
Location JW Marriott Miami Turnberry Resort & Spa
19999 W Country Club Dr, Aventura, FL 33180, USA
Region Americas
Details

This events have arranged multiple discounts on both lodging, airfare, and rental cars so that attendees can have a truly exceptional experience.

Speakers

2023 Speakers

Aaron Klein
Co-Founder and CEO, Riskalyze

Bonnie Kirchner
CFP and CFP Board Ethics Instructor

Corey Westphal
CEO, Mobile Assistant

David Cowen
President, Museum of American Finance

Derek Notman
Founder, Couplr

Domenick D'Andrea
Financial Advisor, DanDarah Wealth Management

Jen Rutley
Principal, Hidden Insights Group

Laura Garfield
Co-Founder, Idea Decanter

Leila Shaver
Founder, My RIA Lawyer

Penny Phillips
President & Co-Founder, Journey Strategic Wealth Advisors

Ray Lewis
NFL Hall of Fame Linebacker

Robert Sofia
CEO, Snappy Kraken

Tricia Rothschild
Board Member, Riskalyze & WealthTech Investor

Sharon Gottula
Co-Founder, Idea Decanter

Sheryl Hickerson
Founder, Females & Finance

Stephanie Bogan
Founder, Limitless Advisor

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Jamie Cox
Managing Partner, Harris Financial Group

Bill Simonet
Managing Principal, Simonet Financial

Joe Lonsdale
Technology Entreprenuer & Investor

Donald Miller
CEO, Storybrand

Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Susan Theder
CMO, FMG Suite

Tricia Rothschild
WealthTech Board Member

Matt Halloran
Co-Founder & Chief Relationship Officer, ProudMouth

Mark McCarron
Partner & Managing Director, Arrowroot Family Office

Matt Morris
CEO, EncorEstate Plans

Julie Johnson
President & Founder, XY Communication

Sponsors & Partners

2023 Sponsors

SILVER:
• Charles Schwab
• Commonwealth
• SS&C Black Diamond
• Swan Global
• Trade PMR
• United Planners
• Wealthbox