SPECIAL THANKS TO OUR 2026 PARTNERS
Are you interested in becoming a 2026 Partner? Contact us today at [email protected]
Cancellations
Cancellations must be received in writing via email to [email protected] at least 48-hours in advance of the event start time to receive a refund.
No phone cancellations are accepted.
How to Turn Digital Meetings into Real AUM
Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world.
