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October 8-10  

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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 CLOSED!

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General Admission Agenda
 

Click here for a detailed view of sessions and their descriptions.

 

 

 Monday, October 8

    7:00-10:00 a.m. – Registration

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

       - CE Credit: Planning Considerations for Millennials (Advisor Panel), Moderated by Brett Tharp

       - CE Credit: Client Lifecycle, Caitlyn Conlin and Connor Sung

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

- 2018 Released Items, Hannah Pou and Ashley Valle

- CE Credit: Understanding and Applying Third-Party Data in the Financial Planning Process, Celeste Hernandez

- CE Credit: Family Philanthropy, Keita Matsumoto

 

  Conference

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

    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, Marketing Track

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

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

    3:50-4:05 p.m. – Break

    4:05-4:55 p.m. On the Edge: The Art of High-Impact Leadership, Alison Levine

    5:00-5:45 p.m. – From AI to Generation Z: A Conversation with Abby Johnson, Led by Shannon Porro

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

   

 

 Tuesday, October 9

  7:00-7:50 a.m. – Breakfast

  8:00-8:55 a.m. – Rise of the FlexGen Power Hour

  9:00-9:50 a.m. – Industry Leader Panel, Moderated by Stephen Langlois

  9:55-10:45 a.m. – Own the Threat: The State of Cybersecurity, Chad Renfro

  10:45-10:55a.m. – Break

  11:00-12:30 p.m. – Roundtable Discussions

  12:30-1:40 p.m. – Lunch & Presentations

  1:45-2:30 p.m. – Partner Breakouts

  2:35-3:20 p.m.  – Partner Breakouts

  3:20-3:40 p.m. – Break

  3:45-4:15 p.m. – The New Meaningful Measure: Proving the Value of Relationship™, Ron Carson

  4:15-5:00 p.m. – The Scientific Secrets of Perfect Timing, Daniel Pink

  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, Marketing Track

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

  10:20-10:30 a.m. – Break

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

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

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

 

 Wednesday, October 10

  7:30-8:25 a.m. – Breakfast

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

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

  9:30-10:20 a.m. – Break

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

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

  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


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