Shareholders Service Group (SSG) Annual Conference 2018 | Shareholders Service Group (SSG) | 19 April 2018 | Paradise Point Resort and Spa, 1404 Vacation Rd, San Diego, CA 92109, USA

Meet with your peers and hear from industry experts on a variety of timely practice management and technology topics. ​It’s a great opportunity to take back what you’ve learned at the conference and apply it to your practice.
• Technology
• Business
• Networking
• Growth

2018 Speakers

KEYNOTE:

Brent Gleeson
Veteran, Navy Seal Combat

SPEAKERS:

Angie Herbers
Chief Executive Officer, Angie Herbers Llc

Bob Veres
Writer

Sheryl Rowling
Certified Public Accountant/Pfs, Rowling & Associates

Brad Cook
Certified Public Accountant, Portfolio Manager & Director of Credit Research, PricewaterhouseCoopers

Geoffery Brown
Cae & Chief Executive Officer, National Association of Personal Financial Advisors

Shannon Pike
Cfp, National Chair ​for the Financial Planning Association

Stacy Francis
President & Chief Executive Officer, Francis Financial

Christopher M. Niemczewski
Founder, Marshfield

Peggy Doviak
Founder, D.M. Wealth Management

Alan Foxman
Vice President, Ncs Regulatory Compliance

Shawn Brayman
President & Chief Executive Officer, PlanPlus Inc.

2018 Sponsors

NATIONAL SPONSOR:
• Stone Castle

CONFERENCE SPONSORS:
• MorningStar
• Markel
• Oranj
• RightCapital
• Zeo Capital Advisors
• Ss&C Advent
• Marshfield Associates
• Riskalyze
• First Ascent Asset Management
• MoneyGuidePro
• T.RowePrice
• TrueNorth Networks
• Zvnbrgn Funds
• Advyzon
• eMoney
• National Compliance Services
• Swbc Investment Services
• PlanPlus FinaMetrica
• Rowling & Associates
• Advisor Engine
• Broadridge Advisor Solution
• Nationwide