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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 |
This events have arranged multiple discounts on both lodging, airfare, and rental cars so that attendees can have a truly exceptional experience.
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
2023 Sponsors
SILVER:
• Charles Schwab
• Commonwealth
• SS&C Black Diamond
• Swan Global
• Trade PMR
• United Planners
• Wealthbox