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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 2 - US Eastern

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Wealth Management EDGE Day 2 - US Eastern
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Showing 1 of 1 Streams
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 2:45pm
Keynote Address
2:45pm - 3:45pm
WealthStack Demos
  • Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
  • Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
  • Amy DeTolla - Founder and CEO, Aureus Advantage
Showing 1 of 1 Streams
4:15pm - 4:55pm
Smart Tools, Secure Futures: The Tech Revolution in Retirement Planning
4:55pm - 5:30pm
NextGen Connections: Communicating and Engaging the Next Generation of Investors
Wealth Management EDGE Day 1
NextWealth Management EDGE Day 3
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