- Various educational sessions covering an array of topics, including Succession Planning, Portfolio Management, Practice Management, For Yourself and more!
- Find out the latest about the Department of Labor’s (DOL) proposed fiduciary rule during a DOL Fiduciary Update Panel.
- General Sessions featuring: Seth Mattison, an internationally renowned expert on workforce trends and generational dynamics who has advised many of the world’s leading brands and organizations on key shifts in the business world, and Chris Johnson, a nationally recognized speaker and author of On Target Living: Your Guide to a Life of Balance, Energy and Vitality.
- Enrichment Zone: Tools and services to enhance your business and yourself including: Free professional headshots, morning workout classes and more.
- Networking with other leading independent financial advisors from across the country.
- Opportunity to visit Washington, D.C. – with nearly 200 attractions, there is never a dull moment!
Register TODAY for FSI’s second-annual Financial Advisor Summit, November 1-3 and save $200 off the onsite price!