June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL Jason Pereira, CFPSenior Partner and Financial Planner at Woodgate FinancialSpeaker
Profile
Jason Pereira is a practicing financial planner and a well-known expert in the advisor technology space. He serves as an advisor and consultant to several AdvisorTech companies and has produced over 300 episodes of the Fintech Impact Podcast, where he interviews founders, thought leaders, and other industry experts on the subject of how technology is changing our industry.
Agenda Sessions
WealthStack Tech Tours
, 11:00amView SessionAI and the Future of Advice Visionary Address
, 2:15pmView SessionHot Takes: Michael Kitces and Jason Pereira
, 9:00amView Session