Wealth Management Convergence 2024 | The Truth About Your Future with Ric Edelman | 10 March 2024 | Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA
Venue
Hilton West Palm Beach
Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA
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| Event Date |
Mon Mar 11 ADT - Tue Mar 12 ADT (2 months ago)
In your timezone (EDT): Sun Mar 10 11:00pm - Mon Mar 11 11:00pm |
| Location |
Hilton West Palm Beach
600 Okeechobee Blvd, West Palm Beach, FL 33401, USA |
| Region | Americas |
Details
Thanks to our unique “allocators-only” model, you’re certain to be surrounded by people just like you - financial professionals focused on growing their businesses and serving their clients with the latest cutting-edge educational content and actionable ideas from industry thought leaders. This is the conference you’ve been looking for!
Why you should attend:
• Estate Planning: fadeout of the lifetime exemption limit
• New 529 Roth Rule: time to overfund 529?
• Longevity: time to rethink 60/40 and glidepath?
• Real Estate: income generation
• Commodities: are we still in a supercycle?
• Generative AI: use in practice management
• Blockchain & Digital Assets: uncorrelated opportunities
• Exponential Technologies: investment & lifestyle benefits
• Fixed Income: strategies after QT
Topics Will Include:
• Estate Planning: fadeout of the lifetime exemption limit
• New 529 Roth Rule: time to overfund 529?
• Longevity: time to rethink 60/40 and glidepath?
• Real Estate: income generation
• Commodities: are we still in a supercycle?
• Generative AI: use in practice management
• Blockchain & Digital Assets: uncorrelated opportunities
• Exponential Technologies: investment & lifestyle benefits
• Fixed Income: strategies after QT
Speakers
2024 Speakers
CONFERENCE CHAIR:
Ric Edelman
Founder, The Truth About Your Future
KEYNOTE SPEAKER:
Jenny Johnson
President and CEO, Franklin Templeton
FEATURED SPEAKERS:
Jack Ablin
Chief Investment Officer, Cresset Capital
Brian Andrew
Chief Investment Officer, Merit Financial Advisors
Vib Arya
Chief Operating Officer, Shufro Rose
Marty Bicknell
CEO & President, Mariner Wealth Advisors
Tom Balcom
Founder, 1650 Wealth Management
Ron S. Bullis
CEO, Lifeworks Advisors
Cary Carbonaro
Senior Vice President / Head of Woman and Wealth, ACM Wealth
Tony Davidow
Senior Alternatives Investment Strategist, Franklin Templeton Institute
Richard Frick
Managing Partner, CEO, Gladstone Wealth Partners
Jose Diego Gonzalez
Financial Planner, CameronDowning
Joshua Gross
CEO, Mill Creek Capital Advisors
Matt Hougan
Chief Investment Officer, Bitwise Asset Management
Dr. Sindhu Joseph
CEO and Founder, CogniCor
Rick Lake
Founder, Narrative Alpha
Chris Morgan
VP & Senior Investment Officer, Members Trust Company
Meredith Mowen
Managing Director, Portfolio Manager, 1919 Investment Counsel, LLC
Peter Nakada
Chief Education Officer, Stone Ridge Asset Management
Jason Noble
Financial Advisor & Member/Partner, Prime Capital Investment Advisors
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
Glenn Shimkus
Co-founder and CEO, Prisidio
Tim Whitney
CEO, TradeWinds, LLC
Christina Worley
Founder and Managing Member, Castle Wealth Management
Sponsors & Partners
2024 Sponsors
LEAD SPONSOR:
• Franklin Templeton
SPONSORS:
• Bitwise
• FA
• Investments & Wealth Insitute
• Lifex
• Prisidio