2024 Wealth Management Symposium

When:  Apr 25, 2024 from 07:30 AM to 06:00 PM (PT)
Associated with  CFA Society Orange County

The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices. 

Register Today!

 

$75 Members
$125 Non-Members

Register Today!

Want to have brand visibility at our event? Consider Sponsoring!

Download our sponsorship packet here.

Location

Hilton
3050 Bristol St
Costa Mesa, CA 92626
Event Image

Contact

Kaity Van Amersfort

[email protected]