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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Jason Pereira, CFP
Senior Partner and Financial Planner at Woodgate Financial
Speaker

Agenda Sessions

  • AI and the Future of Advice Visionary Address

    2:10pm
  • Hot Ones: Michael Kitces and Jason Pereira

    9:00am