Schedule
This is our current schedule. Keep checking this page for updates!
SUNDAY, May 7, 2023
10:45 AM NAAIM Golf Tournament – Meet in the hotel lobby for transportation to TPC Golf Club
4:00 – 6:00 PM Solo Advisors Meeting
6:30 – 8:30 PM Welcome Reception – Active Investing Strategy Competition
MOnday, may 8, 2023
7:30 – 8:30 AM New Member Welcome Orientation & Breakfast
7:30 AM Registration | Sponsor Hall Opens – Continental Breakfast
8:45 – 9:45 AM Markets: Tony Dwyer, Chief Market Strategist, Canaccord Genuity, LLC
9:45 – 10:45 AM Speaker/Panel - Coming Soon!
10:45 – 11:15 AM Refreshment Break – Sponsor Hall
11:15– 12:15 PM Speaker - Coming Soon!
12:15 – 1:30 PM Lunch and Sponsor Introductions
1:30 – 2:30 PM Digital Marketing: Debbie Freeman, CEO, Paladin Digital Marketing
2:30 – 3:30 PM 13 Clues This Bull Market Is Just Getting Started - Ryan Detrick, Chief Market Strategist, Carson Group
3:30 – 4:00 PM Refreshment Break – Sponsor Hall
4:00 – 5:30 PM NAAIM Round Tables
5:30 – 6:00 PM Break until evening event
6:00 – 9:00 PM Monday Evening Platinum Sponsor Event
TUESDAY, may 9, 2023
7:30 – 8:30 AM Continental Breakfast – Sponsor Hall
8:30 - 9:30 AM Speaker Session - Coming Soon!
9:30 – 10:30 AM Applied Behavioral Finance - Jay Mooreland, MS, CFP®, Behavioral Finance Network
10:30– 11:00 AM Refreshment Break – Sponsor Hall
11:00– 12:00 PM Marketing - Coming Soon!
12:00 – 1:30 PM Lunch (annual membership meeting follows)
1:30 – 2:30 PM SEC Exams Become More Onerous: Hot Topic Issues and More –
Thomas Giachetti, Esq., Stark & Stark Attorneys at Law
2:30 – 3:30 PM Trading: JC Parets, Founder & Chief Strategist, All Star Charts
3:30 – 4:00 PM Break
4:00 – 5:00PM Member Panel: Challenges & Achievements | New and Veteran Advisors Share
What Works to Build a Successful Firm
5:30 – 8:00 PM NAAIM All Conference Event
WEDNESDAY, May 10, 2023
L 7:30 – 8:30 AM Continental Breakfast – Sponsor Hall
8:30 - 9:30 AM Founders Award Paper Competition Winner
9:30 – 10:30 AM BREAKOUTS – Spend Wisely! Resources to help you save time and money! (Concurrent Presentations)
Back Office Advisor Tech: Tools, techniques and vendors that can
streamline your practice - Jacob Deschenes, Era Capital Management
Claiming Business Tax Credits – What you need to know! Strike Tax Advisory
10:30 – 11:00 AM Refreshment Break – Sponsor Hall
11:00 – 12:00 PM Speaker/Panel - Coming Soon!
12:00 – 1:00 PM Closing Lunch
1:00 PM Conference Ends