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Event Date | Thu Oct 12 EDT (about 1 year ago) |
Location |
L.V. Eberhard Center
301 Fulton St W, Grand Rapids, MI 49504, USA |
Region | Americas |
This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development. You'll have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance your professional network. By attending, you'll leave with practical strategies, insights, and guidance on how to advance your financial planning career.
Don't miss out on the chance to learn from and collaborate with top industry leaders. Join us for two days of professional development and networking.
2023 Speakers
Ed Slott
CPA, America’s IRA Expert, Ed Slott and Company, LLC
Susan Bradley
Founder, Sudden Money Institute and
Financial Transitionist Institute
Carlin Calcaterra
Principal and Co-Head of the Financial Advisor Solutions Team, Ares Wealth Management Solutions
Mark Colaco
CFP, Dimensional Fund Advisors
Ryan Schultz
Vice President and Senior Portfolio Analyst, First Trust
Chad Hartwick
Comply/RIA in a Box
Mike Gruley
Certified EOS Implementer
Founder, 1 Vision Advisors, LLC
Matt Reiner
Managing Partner and Senior Advisor at Capital Investment Advisors
Heidi King
College Inside Track