Select your city and save. Early Bird Pricing = $165. Regular Pricing = $265
Registrations are subject to verification of financial adviser status.
Industry Professional Rate: $995.
CANCELLATIONS: Any cancellations received in writing before the corresponding date for your city, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by emailing email@example.com.
Chicago: Cancellations must be received in writing by March 20th. Boston: Cancellations must be received in writing by June 5th. San Francisco: Cancellations must be received in writing by October 2nd.
ALREADY REGISTERED? To make any changes to your registration, click HERE.
"What I appreciated most, was that each session contained suggested actions that I can implement right away."
“…lovely to be in a room of like-minded advisers who want to grow their practice in a positive, mindful way.”
“…it has been a long time since I spent a whole day at a conference and walked away saying that it was worth my time to be there.”
"It was great to walk into a summit that was not all men and a handful of women. Better yet, the women were all different ages."
SAN FRANCISCO: November 9
515 Mason Street
San Francisco, CA 94102
Tel: (415) 771-8600
A dedicated room block has been reserved at the JW Marriott for our guests at a special negotiated rate of $309 for the night of Wednesday, November 8th and $279 for the nights of Thursday, November 9th and Friday, November 10th. This rate is available until October 2, 2017. Rooms are available on a first-come, first-served basis.
***PLEASE NOTE that due to a citywide convention in San Francisco, hotel room availability in the city is extremely tight over our dates. You are encouraged to make your hotel reservations as soon as possible.
Please click HERE to make your hotel reservation.
If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at firstname.lastname@example.org