AGENDA

Registration, Welcome Reception, Meals, General Session, and Yoga are located on the 17th Floor of the Omni William Penn

JUNE 4 - EVENING OPENING RECEPTION

Tuesday, June 4, 2024

   

5:00 pm - 7:00 pm

Badge Pickup

Location: Registration Desk

8:00 pm- 10:00 pm

Welcome Reception

Location: Urban

JUNE 5 - PROGRAMMING

Wednesday, June 5, 2024

   

7:00 am - 8:00 am

Yoga (Optional)

Location: Allegheny

7:30 am - 9:00 am

Breakfast

Location: Urban

9:00 am - 12:00 pm

Programming

  • Welcome & Opening
  • Keynote: Why Succession by Design, Not Default
  • Updates & Innovations
  • Top Advisor Showcase:  Ironclad Principles of Influence 

Location: Grand Ballroom

12:30 pm - 2:00 pm

Lunch

Location: Urban

2:00 pm - 5:30 pm

Programming

  • Defining Your Target Client & Minimum Check
  • Hammering Out the Truth:  SS Myths Debunked
  • Top 5 Roundtable
     

Location: Grand Ballroom + Roundtable Rooms

6:00 pm - 10:00 pm

Dinner Night Out | Roaring on the River

Join us for a river cruise, this 1920s-inspired event will be one to remember. Sponsored by Allianz, the night will feature a swinging jazz band setting the soundtrack for the night, casino games to test your luck, and unbeatable views of Pittsburgh's three rivers at golden hour. Come dressed in true 1920s fashion — like you just walked out of a speakeasy, showing off your finest flapper dress or Gatsby-esque ensemble!

Transportation to the Gateway Clipper will begin boarding at 6:00 pm at the front of the Omni William Penn and depart  at 6:15 pm.

JUNE 6 - PROGRAMMING

Thursday, June 6, 2024

   

7:00 am - 8:00 am

Yoga (Optional)

Location: Allegheny

7:30 am - 9:00 am

Breakfast

Location: Urban

9:00 am - 12:00 pm

Programming

  • Growth Training 

Location: Grand Ballroom

12:15 pm - 1:45 pm

Lunch

Location: Urban

1:45 pm - 3:00 pm

Programming

  • Plan Design
  • Wisdom Insights & Closing

Location: Grand Ballroom

3:00 pm

Conclusion

*Agenda subject to change