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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida
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Day One

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Day One

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12:00pm - 1:00pm60 mins
Registration Opens
    1:00pm - 1:30pm30 mins
    Advisor Summit
    Fireside - Women in Tech: Forces for Change
      1:30pm - 2:15pm45 mins
      Advisor Summit
      Panel - Happily, Ever After: Estate Planning For High-Net-Worth Clients
      • Megan Gorman - Founder & Managing Partner, Chequers Financial Management
      2:15pm - 3:00pm45 mins
      Networking Break
        3:00pm - 3:45pm45 mins
        Advisor Summit
        The Advisory Firm of the Future: Leading with Technology to Reinvent the Client Experience
        • Shannon Spotswood - President, RFG Advisory
        • Penny Phillips - President & Co-Founder, Journey Strategic Wealth
        3:45pm - 4:30pm45 mins
        Advisor Summit
        Panel – Making Connections: How Data Points Can Help You Connect with Clients
          4:30pm - 5:15pm45 mins
          Advisor Summit
          Crypto Connector Event
          • Don Friedman - President, Digital Assets Council of Financial Professionals
          5:15pm - 7:00pm105 mins
          Welcome Reception
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