Our traditional Industry Awards afternoon technology roundtable for c-suite executives will be transformed into a live, interactive forum on September 24, 2020 paneled by leading executives at award finalist and winner companies who will explore the current state and future direction of advisor technology. Since this a virtual event, attendance for the first time can be opened up to our engaged audience of 435,000 wealth management professionals.

The September 24th Technology Digital Forum is the kickoff of a broader Digitals Forum program that will include 10 events in 2020-2021—examining trends in technology, asset management, practice management and marketing.

Contact your Business Development Manager for more information about Wealthies Digital Forum panelist speaker opportunities.

2020/2012 DIGITAL FORUM SCHEDULE

September 24, 2020             Technology   

October 21, 2020                 Marketing

November 17, 2020             Asset Management    

December 15, 2020             Wealth Planning Forum: 2021 Planning Strategies

January 20, 2021                 Practice Management       

February 24, 2021               Technology

March 24, 2021                   Marketing

April 21, 2021                      Asset Management          

May 19, 2021                       Practice Management   

June 23, 2021                     Technology       

July 21, 2021                       Marketing