Allied Professionals Summit 2014

Date: Wednesday, October 22, 2014
Time: 8:00am - 4:00pm

The Allied Professionals Summit brings together individuals in all areas of wealth management to collaborate on guiding clients with sound, objective advice and innovative solutions. Attendees are encouraged to invite members of the “team” they work with in their own practice, including: CFP® Professionals, Enrolled Agents, CFA® charterholders, CPAs, attorneys, investment professionals, bank executives, trust professionals, and other business leaders. This event will qualify for continuing education credits for CFP® Certificant CE and CPA CPE.

Discussion Topics Include:

Economic Update Delivered by Christopher Thornberg
Risk and Practice Management
Estate Planning and Taxation
Strategic Beta ETFs 
Complementing Your Financial Advisory Practice

For more information or to register:




See Upcoming Event Calendar