We'll have some of the brightest minds in the industry sharing their knowledge of:

• branding
• practice growth & acquisition
• tax legislation
• succession planning
• career & compensation planning
• and more!

We hope you'll join us and our group of likeminded advisors as we continue to learn from and push each other to new levels of success and provide holistic services for our clients.

Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business

Most leaders, marketers, salespeople and managers struggle to explain what they do. It's not because they aren't smart, hard-working or likable, it's because they aren't communicating clearly. StoryBrand helps companies understand what customers are looking for so they can tell their story in such a way people listen. The human brain is drawn to CLARITY and away from confusion. If customers are confused about what you offer, they'll look past you for somebody who can say it clearly. Once you clarify your message, your company will begin to grow. 

Kristin Spiotto  /  StoryBrand

Tax Planning For A Biden Administration: The Proposed Biden Tax Plan

The beginning of 2021 ushered in a new U.S President and a change of control in the U.S Senate. In this session, we will explore what President Joe Biden has detailed as his proposed tax plan, the focus primarily on individual income tax, estate tax and investment taxation. This program will take a holistic look at the proposed platform, and attendees will learn about the major changes outlined by President Biden, exploring both the new challenges, and planning opportunities, it creates. 

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA  /  Kitces

Investing After the Restart

The powerful economic restart after the Covid-19 shock continues to play out. We remain pro-risk as the restart broadens.

But the more consequential question: What lies beyond? The post-global financial crisis playbook won’t work, in our view, as the historic monetary-fiscal collaboration to bridge the pandemic should lead to a higher inflation regime. This means we don’t expect another decade-long bull market in stocks and bonds.

Join Kurt Reiman, Senior Strategist for the BlackRock Investment Institute, as he discusses the outlook for 2022 and beyond.

Kurt Reiman, Senior Strategist for North America  /  BlackRock

Buying or selling a financial services practice is a major event for any business. Done right, acquisition can grow your business exponentially, and succession is the key to unlocking the value of your life’s work. This session will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, how and when to leverage bank financing, and what you can do today to make your business more valuable and more attractive tomorrow. This session will address some of the most important M&A considerations facing advisors today: 

• What you should do today to give yourself the best chance to grow through acquisition
• Where to find deals on or off-market, and what to do once you’ve found one
• Current deal structuring trends and key financing considerations
• How and why to consider leveraging your business’ equity with your team
• When to start planning for a transition and strategies your peers are having success with now