Hilton La Jolla
Hilton La Jolla, 10950 N Torrey Pines Rd, La Jolla, CA 92037, USA

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Event Date Wed Apr 24 PDT - Fri Apr 26 PDT (over 2 years ago)
In your timezone (EST): Wed Apr 24 11:00am - Fri Apr 26 8:00pm
Location Hilton La Jolla
10950 N Torrey Pines Rd, La Jolla, CA 92037, USA
Region Americas

On behalf of everyone at Shareholders Service Group, Thank you to those who were able to attend our 7th annual national conference.

We had an amazing time meeting many of you for the first time, and also seeing many long-time friends and partners of SSG. From the first sessions on Thursday afternoon, to the inspirational keynote speech Friday morning, to the luau beach party Friday night, finishing with the popular CE sessions on Saturday, it was a great event, and we hope everyone had a wonderful time!

For those of you (actually, the majority of attendees) who took complimentary headshots, you should have received an email within a few weeks of the conference. If you have not received it, feel free to contact directly.

The highlight video and pictures are below. For those who were not able to join us, there is always next year – details below.


2019 Speakers

Mike Scioscia
Former Manager for Los Angeles Angels

Mark Eibel
Director, Investment Strategies for Russell Investments

Ed O'Brien
CEO of eMoney Advisor

Tina Powell
CEO of C-Suite Social Media

Brian McLaughlin
CEO of Redtail Technology

Aaron Klein
CEO of Riskalyze

Bob Veres
Editor/Publisher of Insider Information

Sarah Fallaw
Founder and President of DataPoints LLC

Venk Reddy
Founder of Zeo Capital Advisors

Jean Dunn
CFP, VP of T. Rowe Price

Peggy Doviak
Founder of D.M. Wealth Management, Inc.

Sheryl Rowling
Principal of Rowling & Associates

Michelle Jacko
CEO of Core Compliance & Legal Services, Inc.

Wes Stillman
CEO of RightSize Solutions

Johann Schneider
Sr. Director for Business Solutions - Russell Investments

Shawn Brayman
CEO of PlanPlus Global

Evelyn M. Zohlen
Founder of Inspired Financial

Mark L. Prendergast
Director of Tax Strategies, Inspired Financial

Sponsors & Partners

2019 Sponsors

• Stone Castle

• Russell Investment

• Bridge

• Rightsize Solutions
• Morningstar
• Markel
• eMoney
• Oranj
• Redtail
• Ycharts
• Right Capital
• Zeo Capital Advisors
• SS&C Advent
• Riskalyze
• Money Guide
• T.RowePrice
• Advyzon
• Totum
• Portfolio Pathway
• Blueleaf
• 55ip
• Billfin
• Data Points
• PlanPlus Global
• Capitect