Prices increase Friday, May 1
- 00Days
- 00Hrs
- 00Mins
- 00Secs
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL Andrew RosenExecutive Chairman at Diversified, LLCSpeaker
Profile
Andrew Rosen, CFP®, CEP® is the Executive Chairman of Diversified, LLC, a $3.3B+ fiduciary RIA. He is a regular contributor to Forbes and Kiplinger and has been featured in the Wall Street Journal, Barron’s, CNBC, and USA Today. He is the author of Your Intentional Financial Life (May 2026)
Agenda Sessions
Securing the Future: Succession Strategies for Sustainable Growth in RIAs
, 4:30pmView Session