What are the advisor registration qualifications?
Advisor registration is available exclusively for client facing financial planners and wealth advisors and other financial advisory professionals who provide investment recommendations and/or allocate assets on behalf of retail clients and DO NOT offer a product or service to other advisors, conference attendees or sponsors. You may qualify if you are a client facing advisor or due diligence officer at an RIA, wealth management or securities brokerage firm, private bank, or an endowment, foundation, retirement plan, pension plan, family office or CPA.
What is the dress code for the conference?
The attire for the conference is business casual. No shorts or t-shirts.
What is the cancellation policy?
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing at least 45 days prior to the event. No cancellation refunds/requests will be accepted within 45 days of the event.
In the event the conference is cancelled, the producer assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. The Conference producer reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.
Details of the Conference provided on this website and in other materials is for your general information and use only. It is subject to change without notice.
Can I register on-site on the day of the conference?
Yes, however we encourage you to register beforehand.
How will continuing education hours be credited?
Forms will be available at registration, all attendees are to self-report the program for credit.