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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
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2022 agenda coming soon - see below for WealthStack Day Three 2021

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2022 agenda coming soon - see below for WealthStack Day Three 2021

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8:00am - 9:00am60 mins
Breakfast in Exhibit Hall
    9:00am - 9:10am10 mins
    Inside WealthStack Mainstage
    Intro & Chair Remarks
      9:10am - 9:40am30 mins
      Inside WealthStack Mainstage
      Macroeconomic Keynote
        9:50am - 10:20am30 mins
        Inside WealthStack Mainstage
        Live 2050 TrailBlazers Podcast Recording: Culture 2.0
          10:20am - 11:00am40 mins
          Networking Break in Exhibit Hall
            11:00am - 11:30am30 mins
            Mainstage
            Blending Behavioral Psychology with WealthTech: The New Frontier of Fiduciary Advice
              11:30am - 12:00pm30 mins
              Inside WealthStack Mainstage
              The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
                11:30am - 12:00pm30 mins
                Advisor Summit
                Master Class - Operational Efficiency: The great migration from sales-based cultures to service-based cultures using technology innovation.
                  12:00pm - 12:30pm30 mins
                  Inside WealthStack Mainstage
                  Execution, Efficiency and Experience – Optimizing Technology For Superior Client Service
                    12:00pm - 12:30pm30 mins
                    Advisor Summit
                    Master's Class - FINRA & the SEC: ETF Changes and Challenges
                      12:30pm - 1:00pm30 mins
                      Inside WealthStack Mainstage
                      Fireside - Too Many Cooks in The Kitchen: Streamlining Your Tech Stack
                        12:30pm - 1:00pm30 mins
                        Advisor Summit
                        Master Class - Growing Together: The Power of Collaboration
                          1:00pm - 2:00pm60 mins
                          Lunch and Networking in Exhibit Hall
                            2:00pm - 2:30pm30 mins
                            Inside WealthStack Mainstage
                            Stack Stadium: Demo Showcase of Leading Edge Advisor Tech
                              2:00pm - 2:30pm30 mins
                              Advisor Summit
                              See sessions on other stages
                                2:30pm - 3:00pm30 mins
                                Inside WealthStack Mainstage
                                Panel – Crypto Custody and Portfolio Reporting: What Are The Options?
                                  2:30pm - 3:00pm30 mins
                                  Advisor Summit
                                  See sessions on other stages
                                    3:00pm - 3:30pm30 mins
                                    Inside WealthStack Mainstage
                                    Fireside - Compensation Station: Knowing Your Worth
                                      3:00pm - 3:30pm30 mins
                                      Advisor Summit
                                      See sessions on other stages
                                        2022 agenda coming soon - see below for WealthStack Day Two 2021
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