August 9-11, 2022 | Park Hyatt Hotel, Washington DC | Registration: $195
Attendees will have a unique opportunity to meet, network and share knowledge and content that advances their roles in and their impact on the future of financial advice. The agenda sessions include specific tracks for firms and Registered Programs, including sessions on “Financial Planning and the Client Experience,” “Building ‘Community’ Partnership,” “Innovative Ways of Promoting Your Program,” “Industry Trends,” “Delivering Digital Financial Advice,” as well as the Psychology of Financial Planning and more. Numerous opportunities for networking and connecting with fellow colleagues is provided during meals, a reception, and a dedicated networking session.
- Daniel Pink, #1 New York Times Bestselling Author of The Power of Regret, When, To Sell is Human, Drive, and A Whole New Mind will present The Scientific Secrets of Perfect Timing.
- Jeff Kreisler, Head of Behavioral Science for JP Morgan Chase, Founding Editor of PeopleScience, lawyer, award-winning comedian, and best-selling author, will present Behavioral Finance: When Irrational Behavior Overrides Rational Decision Making.