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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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Suzanne Siracuse
CEO at Suzanne Siracuse Consulting Services, LLC
Speaker

Agenda Sessions

  • Focused on the Future Think Tank (By Invite Only)

    , 1:45pm
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  • Who’s Coming Next? How Firms Can Attract, Engage, and Empower the Future Advisor Workforce

    , 4:15pm
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  • NextGen Mentor-Mentee Speed Dating

    , 3:45pm
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  • Student-Mentor Speed Networking

    , 2:05pm
    View Session

At this event

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Peter Mallouk
President and CEO
Creative Planning

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