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May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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WealthStack Agenda Day 3
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WealthStack Agenda Day 3
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7:00am - 8:00am60 mins
Wealth & Wellness
Sunrise Yoga on the Beach
8:00am - 9:00am60 mins
Networking and Refreshment Break
Registration and Breakfast for all Attendees in the Expo Hall
9:00am - 9:10am10 mins
Wealth Management EDGE
Chairman’s Welcome Remarks
9:10am - 9:40am30 mins
Wealth Management EDGE
EDGE Visionary Opening Address
9:40am - 10:20am40 mins
Wealth Management EDGE
Visionary Panel
10:20am - 10:45am25 mins
Wealth Management EDGE
RIA CEO All Stars Panel
- Shannon Eusey - CEO, Beacon Pointe Advisors
- Kay Lynn Mayhue - President, Merit Financial Advisors
- Heather Fortner - CEO, SignatureFD
10:45am - 11:15am30 mins
Networking and Refreshment Break
Morning Networking and Refreshment Break
10:45am - 11:15am30 mins
Leading EDGE Stage
A Leading EDGE Experience
11:20am - 11:25am5 mins
WealthStack
Chair’s Remarks
11:20am - 11:25am5 mins
Inside ETFs
Chair’s Remarks
11:20am - 11:25am5 mins
RIA Edge
Chair’s Remarks
11:25am - 12:05pm40 mins
WealthStack
WealthStack Visionaries
11:25am - 12:05pm40 mins
Inside ETFs
Inside ETFs Visionaries
11:25am - 12:05pm40 mins
RIA Edge
RIA Edge Visionaries
12:05pm - 12:45pm40 mins
WealthStack
Innovation Demos
12:05pm - 12:45pm40 mins
Inside ETFs
Tax Loss Harvesting and ETFs-Generating Tax Alpha in A New Era Of Advice
12:05pm - 12:45pm40 mins
RIA Edge
Succession Planning: Understanding and Executing an Internal Transition vs. An External Sale
12:45pm - 1:45pm60 mins
Networking and Refreshment Break
Luncheon for All Participants in the Expo Hall
12:45pm - 1:45pm60 mins
Leading EDGE Stage
A Leading EDGE Experience
1:45pm - 2:25pm40 mins
WealthStack
WealthTech Showcase: Alternative Custodian Panel
1:45pm - 2:25pm40 mins
Inside ETFs
Accessing Liquidity, Diversification and Lowered Risk Through Fixed Income ETFs, Reimagining the next stage of fixed income
1:45pm - 2:25pm40 mins
RIA Edge
Advisor Compensation: The Evolution of RIA Compensation Plans, Incentives and Benefit Packages
2:25pm - 3:05pm40 mins
WealthStack
Stacking the Deck: Building the Ultimate Client Experience through Tech
2:25pm - 3:05pm40 mins
Inside ETFs
Strategies and Solutions for Actively Managed ETFs
2:25pm - 3:05pm40 mins
RIA Edge
Growth By Design: How the Most Successful RIAs are Structuring Their Firms for Accelerated Growth
3:05pm - 3:35pm30 mins
Networking and Refreshment Break
Afternoon Networking and Refreshment Break in Expo Hall
3:05pm - 3:35pm30 mins
Leading EDGE Stage
A Leading EDGE Experience
3:35pm - 4:15pm40 mins
WealthStack
Advice Engagement
3:35pm - 4:15pm40 mins
Inside ETFs
The Big Idea in A Short Amount Of Time: New Disruptive Investment Theories
3:35pm - 4:15pm40 mins
RIA Edge
The Marriage of Marketing & Business Development: How Top RIAs Have Generated Scalable, Repeatable Organic Growth
4:15pm - 4:55pm40 mins
WealthStack
Risk Mitigation: Navigating Risk using FinTech Innovations
4:15pm - 4:55pm40 mins
Inside ETFs
Retirement Income Plans for the Principled Investor: Creating a Curated Portfolio that Meets Client Goals , Income for outcomes
4:15pm - 4:55pm40 mins
RIA Edge
View From the Top: How Top RIA Acquirers Are Identifying and Assigning Value
4:55pm - 5:35pm40 mins
WealthStack
Closing WealthStack Visionaries
4:55pm - 5:35pm40 mins
Inside ETFs
Closing Inside ETFs Visionaries
4:55pm - 5:35pm40 mins
RIA Edge
Closing RIA Edge Visionaries
5:35pm - 6:35pm60 mins
Networking and Refreshment Break
Happy Hour in Expo Hall
8:00pm - 10:00pm120 mins
Networking and Refreshment Break
Closing Party and Concert
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