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
Hilton La Jolla
10950 N Torrey Pines Rd, La Jolla, CA 92037, USA
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 firstname.lastname@example.org directly.
The highlight video and pictures are below. For those who were not able to join us, there is always next year – details below.
Former Manager for Los Angeles Angels
Director, Investment Strategies for Russell Investments
CEO of eMoney Advisor
CEO of C-Suite Social Media
CEO of Redtail Technology
CEO of Riskalyze
Editor/Publisher of Insider Information
Founder and President of DataPoints LLC
Founder of Zeo Capital Advisors
CFP, VP of T. Rowe Price
Founder of D.M. Wealth Management, Inc.
Principal of Rowling & Associates
CEO of Core Compliance & Legal Services, Inc.
CEO of RightSize Solutions
Sr. Director for Business Solutions - Russell Investments
CEO of PlanPlus Global
Evelyn M. Zohlen
Founder of Inspired Financial
Mark L. Prendergast
Director of Tax Strategies, Inspired Financial
PREMIER NATIONAL CONFERENCE SPONSOR:
• Stone Castle
GOLD NATIONAL CONFERENCE SPONSOR:
• Russell Investment
SILVER CONFERENCE SPONSOR:
OTHER CONFERENCE SPONSORS:
• Rightsize Solutions
• Right Capital
• Zeo Capital Advisors
• SS&C Advent
• Money Guide
• Portfolio Pathway
• Data Points
• PlanPlus Global