Wealth Management

Convergence

The Investment Strategies Advisors Need Today

MARCH 10-12 | 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
- Read Bio -


Keynote Speaker

Jenny Johnson
President and CEO
Franklin Templeton
- Read Bio -


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

Featured Speakers


Jack Ablin
Chief Investment Officer and Founding Partner
Cresset Capital
- Read Bio -

Brian Andrew
Chief Investment Officer
Merit Financial Advisors
- Read Bio -

Vib Arya
Chief Operating Officer
Shufro Rose
- Read Bio -

Marty Bicknell
CEO & President
Mariner Wealth Advisors
- Read Bio -

Tom Balcom
Founder
1650 Wealth Management
- Read Bio -

Ron S. Bullis
CEO
Lifeworks Advisors
- Read Bio -

Cary Carbonaro
Senior Vice President / Head of Woman and Wealth
ACM Wealth
- Read Bio -

Tony Davidow
Senior Alternatives Investment Strategist
Franklin Templeton Institute
- Read Bio -

Elliot Dornbusch
Founding Partner & CEO
CV Advisors
- Read Bio -

Richard Frick
Managing Partner, CEO
Gladstone Wealth Partners
- Read Bio -

Jose Diego Gonzalez
Financial Planner
CameronDowning
- Read Bio -

Joshua Gross
CEO
Mill Creek Capital Advisors
- Read Bio -

Matt Hougan
Chief Investment Officer
Bitwise Asset Management
- Read Bio -

Dr. Sindhu Joseph
CEO and Founder
CogniCor
- Read Bio -

Rick Lake
Founder
Narrative Alpha
- Read Bio -

Chris Morgan
VP & Senior Investment Officer
Members Trust Company
- Read Bio -

Meredith Mowen
Managing Director, Portfolio Manager
1919 Investment Counsel, LLC
- Read Bio -

Peter Nakada
Chief Education Officer
Stone Ridge Asset Management
- Read Bio -

Jason Noble
Financial Advisor & Member/Partner
Prime Capital Investment Advisors
- Read Bio -

Ross Riskin
Chief Learning Officer
Investments & Wealth Institute
- Read Bio -

Glenn Shimkus
Co-founder and CEO
Prisidio
- Read Bio -

Tim Whitney
CEO
TradeWinds, LLC
- Read Bio -

Christina Worley
Founder and Managing Member
Castle Wealth Management
- Read Bio -

Lead Sponsor


Sponsors

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
  • 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

 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 •

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.


Take the Brightline Train and save 20% 

Coming from Miami, Aventura, Fort Lauderdale, Boca Raton or Orlando? Experience the new modern, eco-friendly rail.

Save 20% off SMART class with code WMC2024

Take the Brightline Train and save 20%

Coming from Miami, Aventura, Fort Lauderdale, Boca Raton or Orlando? Experience the new modern, eco-friendly rail.

Save 20% off SMART class with code WMC2024

For sponsorship opportunities,
contact Don Friedman at

For sponsorship opportunities,
contact Don Friedman at