FI360 Conference 2018 | Fi360 Inc. | 25 April 2018 | Hilton San Diego Bayfront, 1 Park Blvd, San Diego, CA 92101, USA

The annual Fi360 Conference is the premier event for investment fiduciaries and financial services professionals to gain insight from industry experts, obtain CE, and build a network of like minded professionals.

Today, the Fi360 Conference hosts over 750 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.

The conference is a great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF®, AIFA®, PPC®, CFP®, CIMA, CFA and more. Attendees will be able to complete their yearly CE requirements for their Fi360 designations and earn over 10 hours of CE for other industry credentials at this one event!

2018 Speakers:

Fred Reish
Drinker Biddle

Michael Kitces
Nerd's Eye View

Blaine Aikin
Fi360

Duane Thompson
Fi360

Rebecca Hourihan
401(k) Marketing

Timothy Friday
Mid Atlantic Capital Group

Kathryn Hauer
Wilson David Investment Advisors

Heather Castle
Castle Wealth Advisors LLC

Mike DiCenso
DiCenso Consulting

Tolen Teigen
Financial Decisions, Inc.

Kevin Mahoney
Financial Decisions, Inc.

David Hilton
Kaye Capital Management

Diana Jordan
Unified Trust

G. Michael Phillips
California State University, Northridge

George Michael Gerstein
Stradley Ronon

Roger Wohlner
The Chicago Financial Planner

Chuck Rolph
Nationwide®

Jamie Greenleaf
Cafaro Greenleaf

Jason Roberts
Pension Resource Institute

Shelby George
Manning & Napier

Mary Ellen Mullen
Bridgebay Consulting

Vanessa Bechtel
Ventura County Community Foundation

Bonnie Gilles
Ventura County Community Foundation

2018 Sponsors:

PREMIER:
• Charles Schwab

PLATINUM:
• Nationwide
• John Hancock Investments
• American Funds
• Franklin Templeton Investment
• Federated
• Tiaa
• MFS Investment Management
• IPX
• Cuna Mutual

GOLD:
• Cohen & Steers
• Goldman Sachs Asset Management
• Oppenheimer Funds
• Ivy Investments
• Natixis Investment Managers
• Black Rock
• Fidelity Investments
• Fisrt Eagle Investment Management
• Pgim Investments
• Principal
• State Street Global Advisory
• Voya Investment Management
• Securian
• Pershing
• Ameritrade Institutional
• First Trust
• Invesco
• Pimco
• Gold Star Trust Company
• Dimensional
• Manning & Napier
• Fiduciary Investment Trust
• Emoney
• Columbia Threadneedle Investments
• Centre for Fiduciary Excellence

TECH LAB:
• Circle Black
• American Funds
• Riskalyze
• Money Guide Pro
• 55ip
• Ycharts
• Advyzon