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 firstname.lastname@example.org.
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
Our room block at the JW Marriott San Francisco is completely sold out at this time.
We have an overflow room block at Le Meridian San Francisco. To make your reservations please click here: Le Meridian.
****PLEASE NOTE that due to the citywide convention in San Francisco hotel room availability in the city is extremely tight over our dates. Please book your rooms as soon as possible.
Should you experience any issues making your reservations via the link above please contact Charles Chan Massey at email@example.com