High-Net-Worth Symposium
We are excited to invite you to an exclusive in-person workshop designed to provide valuable insights and strategies tailored to better serve your high-net-worth clients.
Join us on January 15th at Rancho Bernardo Inn for a full-day event filled with breakout sessions, interactive discussions, and networking opportunities. Additionally, we will kick off the event with a special networking event the evening before on January 14th.
This event is CE approved. This event will offer 3-4 hours of CE content.
Please RSVP by December 19th to confirm your participation. Availability is extremely limited and on a first come, first served basis. Book your hotel HERE to receive the group rate discount.
We look forward to seeing you in San Diego! If you have any questions, please contact [email protected] .
Join us on January 15th at Rancho Bernardo Inn for a full-day event filled with breakout sessions, interactive discussions, and networking opportunities. Additionally, we will kick off the event with a special networking event the evening before on January 14th.
This event is CE approved. This event will offer 3-4 hours of CE content.
Please RSVP by December 19th to confirm your participation. Availability is extremely limited and on a first come, first served basis. Book your hotel HERE to receive the group rate discount.
We look forward to seeing you in San Diego! If you have any questions, please contact [email protected] .
Date
January 14-15, 2024
Location
Rancho Bernardo Inn
17550 Bernardo Oaks Drive
San Diego, CA 92128
17550 Bernardo Oaks Drive
San Diego, CA 92128
Registration Deadline
December 19, 2024
Agenda
Tuesday, January 14
5:00 PM
Welcome Reception
Wednesday, January 15
7:30 AM
Breakfast
8:30 AM
Welcoming & Opening Remarks
8:50 AM
Attracting & Interacting with High-Net-Worth Individuals
Envestnet & Cannon Financial
10:00 AM
Break
10:15 AM
Content being finalized
State Street
11:15 AM
Content being finalized
Fidelity
12:15 PM
Lunch
1:30 PM
First 100 Days Insights & Outlook Panel
BlackRock & Franklin Templeton
2:30 PM
Turning complex client situations into streamlined portfolio solutions
Envestnet
3:15 PM
Closing Remarks
Agenda is subject to change
Presented in Partnership with
