Inside Wealth Virtual
Time & Location
About the Event
With the long-term impacts of the pandemic on the global economy still coming to light, there's never been a more essential time to connect with your peers and learn from the best in the industry.
Join us each afternoon to experience collaborative roundtables, networking lunches, and thought-provoking presentations.
- Day 1 theme: Trends and 2021 Outlook. Get the latest on the administration shift, regulatory & compliance changes and an overall market update.
- Day 2 theme: Technology. Join leading tech providers and advisors as they dive into the best CRM, marketing and financial planning tools to grow your business.
- Day 3 theme: Practice Management. Join leading RIAs, advisors, and asset managers to discuss expanding business borders and preparing for any client need.
We're keeping it compact and only offering best in class content - don't miss out!