DISRUPTORS AND DIFFERENTIATORS
This is a time of significant change and disruption for the wealth management industry. New forms of advice and new ways to deliver that advice will continue to emerge. Wealth management firms, and the individuals who run them and deliver advice, must strategically evolve to adapt to the shifting dynamics.
We invite you to join us for a day to learn about new trends, reinvention, and differentiation!
EARLY BIRD (through March 15)
FPA, Students & Candidates: $149
Guests & Non-Members: $199
March 16 – April 17, 2020
FPA, Students & Candidates: $200
Guests & Non-Members: $275