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Wealthies Digital Forum

Date: September 24, 2020

Our traditional Industry Awards afternoon technology roundtable for c-suite executives will be transformed into live, interactive discussions paneled by leading executives at award finalist and winner companies that explore the current state and future direction of advisor technology.

Finalists and winners will have the opportunity to request participation by the executive leaders in these panel discussions, and contribute to future Digital Forums on investment strategies and marketing. Content will be recorded and transcribed for publication.