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Event Date Thu May 6 EDT (over 1 year ago)
Location Virtual
Region All

The Retirement Planning Symposium is a virtual gathering of 100+ independent financial advisors from across the United States discussing issues across retirement income solutions, growth and income providing asset allocation, risk reduction, social security benefits, tax considerations, IRA and 401(k) rollovers, debt management, life insurance, planning for elderly or special needs care and more. Join leading advisors for fully interactive panel discussions that go beyond 101 on the key issues of the day and take questions a level deeper during our breaks where key connections are made.
Symposium is a new and unique virtual gathering of financial advisors and asset management professionals, where we focus on action-based solutions to bring back and apply to your every day experiences with clients.


2021 Speakers

Brian O’Neill
President, Cahaba Wealth Management

Anthony Cecchini
Principal and CEO, JMG Financial Group

Chad Jaffee
Vice President, Kore Private Wealth

Brian Blackwell
Director of Financial Planning, Spotlight Asset Group

Jennifer Weber
Vice Principal, Weber Asset Management

Sponsors & Partners

2021 Sponsor

• Sprott