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Wealth Management
Convergence
The Investment Strategies Advisors Need Today
MARCH 11-12 | WEST PALM BEACH | #TAYFCONVERGENCE
Frustrated with conferences that have too many of the wrong people?
Thanks to our unique “allocators-only” model, you’re certain to be surrounded by people just like you - financial professionals focused on growing their businesses and serving their clients with the latest cutting-edge educational content and actionable ideas from industry thought leaders. This is the conference you’ve been looking for!
Conference Chair
Ric Edelman
Founder
The Truth About Your Future
Keynote Speaker
Jenny Johnson
President and CEO
Franklin Templeton
Designed for maximum learning experience:
- No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
- “PPT-free” sessions – no PowerPoints ensure great audience engagement
- Maximum 3 panelists per session – ensures quality conversations
- Ample opportunity for Q&A
- Private one-on-one meetings available to you
CE topics will include:
- Estate Planning: fadeout of the lifetime exemption limit
- New 529 Roth Rule: time to overfund 529?
- Longevity: time to rethink 60/40 and glidepath?
- Real Estate: income generation
- Commodities: are we still in a supercycle?
- Generative AI: use in practice management
- Blockchain & Digital Assets: uncorrelated opportunities
- Exponential Technologies: investment & lifestyle benefits
- Fixed Income: strategies after QT
Conference Chair
Ric Edelman
Founder
The Truth About Your Future
Keynote Speaker
Jenny Johnson
President and CEO
Franklin Templeton
Designed for maximum learning experience:
- No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
- “PPT-free” sessions – no PowerPoints ensure great audience engagement
- Maximum 3 panelists per session – ensures quality conversations
- Ample opportunity for Q&A
- Private one-on-one meetings available to you
CE topics will include:
- Estate Planning: fadeout of the lifetime exemption limit
- New 529 Roth Rule: time to overfund 529?
- Longevity: time to rethink 60/40 and glidepath?
- Real Estate: income generation
- Commodities: are we still in a supercycle?
- Generative AI: use in practice management
- Blockchain & Digital Assets: uncorrelated opportunities
- Exponential Technologies: investment & lifestyle benefits
- Fixed Income: strategies after QT
To attend Convergence, you must be one of the following:
- RIA
- Registered Rep
- Financial Planner
- Wealth Manager
- Investment Advisor
- Broker/Dealer FA
- Wirehouse Advisor
- Family Office
- Bank/Trust Professional
- Institution (pension and retirement plans, endowments and foundations)
- Accredited Investor, except those working for financial service companies
Except for Accredited Investors, you must directly serve individual or institutional clients. Those representing companies that primarily offer products or services to financial advisors or investors are not permitted to attend. We reserve the right to deny admission to any registrant not meeting the above criteria.
GROUP DISCOUNT
Pay for 3 and get the 4th person free
To attend Convergence, you must be one of the following:
- RIA
- Registered Rep
- Financial Planner
- Wealth Manager
- Investment Advisor
- Broker/Dealer FA
- Wirehouse Advisor
- Family Office
- Institution (pension and retirement plans, endowments and foundations)
- Bank/Trust Professional
- Accredited Investor, except those working for financial service companies
Except for Accredited Investors, you must directly serve individual or institutional clients. Those representing companies that primarily offer products or services to financial advisors or investors are not permitted to attend. We reserve the right to deny admission to any registrant not meeting the above criteria.
GROUP DISCOUNT
Pay for 3 and get the 4th person free
Sponsors
Come to Wealth Management Convergence –
Then Stay for the Invest in Women Conference!
Wealth Management Convergence ends March 12 - Invest in Women starts March 13
• Same Hotel •
Register for both events and save!
Plus, complimentary hotel airport shuttle service to/from Palm Beach Intl. Airport
A tropical oasis in the heart of West Palm Beach
The Hilton West Palm Beach is located downtown adjacent to The Square shopping and dining, two miles from the Palm Beach waterfront. The hotel is directly connected to the Palm Beach County Convention Center via covered walkway. Enjoy their resort-style pool and cabanas, restaurants, live music, fitness classes, and lawn games.
Sleeping rooms are available at the discounted rate of $325 per night + tax (includes complimentary airport shuttle to/from Palm Beach Intl. Airport). Book your room now online or by calling the hotel directly at 561-231-6000, Option 1 and referencing the group code, ZTC24.
Should you have any questions, please call 703-831-2240 or email us at info@dacfp.com.
A tropical oasis in the heart of West Palm Beach
The Hilton West Palm Beach is located downtown adjacent to The Square shopping and dining, two miles from the Palm Beach waterfront. The hotel is directly connected to the Palm Beach County Convention Center via covered walkway. Enjoy their resort-style pool and cabanas, restaurants, live music, fitness classes, and lawn games.
Sleeping rooms are available at the discounted rate of $325 per night + tax (includes complimentary airport shuttle to/from Palm Beach Intl. Airport). Book your room now online or by calling the hotel directly at 561-231-6000, Option 1 and referencing the group code, ZTC24.
Should you have any questions, please call 703-831-2240 or email us at info@dacfp.com.
For sponsorship opportunities,
contact Don Friedman at
For sponsorship opportunities,
contact Don Friedman at
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