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October 8-10  

2017 Summit Recap 
Register for Summit 2018 

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There’s a new generation of advisors on the rise...


They're capturing the next generation of investors. They've gone outside their comfort zones. They're meeting investors where they are. But ultimately, they're meeting the evolving needs of clients. In a word, they’ve become more flexible. This generation of flexible advisors can work across devices, support unique business models, and provide a range of services, all in an effort to service an increasingly demanding investor. And they’re building better businesses because of it.

The question is: Are you one of them?

Introducing...

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Pricing Information

REGISTRATION IS OPEN!

For a limited time only, take advantage of Early-Bird pricing and register for $899 ($400 discount - no code needed).

Register Today!

 


General Admission Agenda
 

 

 

 Sunday, October 7

  2:00-6:00 p.m. – Pre-Conference Registration Open

  4:00-10:00 p.m. - Hack Your Practice

 

 

 Monday, October 8

    7:00-10:00 a.m. – Registration

    8:00-9:30 am – Pre-Conference Sessions

  Conference

    10:00-10:15 a.m. – Conference Kick-off

    10:15-10:45 am.. – Rise of the FlexGen, Ed O'Brien

    10:45-11:45 a.m. – eMoney Product Roadmap, Jess Liberi

    12:00-12:50 p.m. - Lunch

    1:00-1:50 p.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

    2:00-2:50 p.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

    3:00-3:50 p.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

    3:50-4:00 p.m. – Break

    4:00-4:45 p.m. – Keynote Speaker

    4:50-5:35 p.m. – Keynote Speaker

    5:45-6:30 p.m. – Product Demos & Happy Hour

 

 Tuesday, October 9

  7:00-7:50 a.m. – Breakfast

  8:00-8:45 a.m. – Keynote Speaker

  8:50-9:50 a.m. – Panel Discussion

  9:55-10:25 a.m. – Keynote Speaker

  10:25-10:35 a.m. – Break

  10:35-11:10 a.m. – Advisor Roundtables

  11:15-11:55 a.m. – Advisor Roundtables

  12:00-1:25 p.m. – Lunch & Presentations

  1:30-2:15 p.m. – Partner Breakouts

  2:20-3:00 p.m.  – Partner Breakouts

  3:05-3:15 p.m. – Break

  3:15-4:00 p.m. – Data & Security

  4:00-4:30 p.m. – Keynote Speaker

  4:30-5:25 p.m. – Industry Trends Panel

  5:25-5:30 p.m. – Hackathon Winner Announced

  6:30-9:30 p.m. – Annual eMoney Party

 

 Wednesday, October 10

  7:30-8:25 a.m. – Breakfast

  8:30-9:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

  9:30-10:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

  9:30-10:20 a.m. – Break

  10:30-11:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

  11:30-12:20 p.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education

  12:20-12:45 p.m. – Boxed Lunch to go!

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Questions?

Contact the Summit Team

Email: advisorsummit@emoneyadvisor.com or call 610-684-1100 Ext. 4053


2018 Sponsors
 

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