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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Jason Pereira, CFP
Senior Partner and Financial Planner at Woodgate Financial
Speaker

Agenda Sessions

  • WealthStack Tech Tours

    , 11:25am
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  • WealthStack Demos

    , 2:45pm
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  • Augmented Humanity: How AI Amplifies the Human Element of Financial Advice

    , 11:35am
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At this event

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Deshawn Perterson, CFP, AIF
Vice President, Advisor Relations
PPB Capital Partners

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