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    • Topics
    • About Ric
    • About Jean
    • Podcasts & Videocasts
    • Self-Care with Jean
    • Other Videos
  • Daily Podcast
    • Master Classes
    • Financial Planning in the Age of Longevity Master Class
    • Preparing Teens for Their Future: How to Prevent College From Ruining Their Lives
    • Achieving Retirement Security in the 21st Century
  • Articles
  • Ask Ric
    • Wealth Management Convergence
    • Webinars
    • Press Room
    • Digital Newsletter
    • Keynotes & Custom Events
    • Consulting
    • DACFP
    • RISE
    • Order Inquiry
    • Customer Support
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Wealth Management

Convergence

The Investment Strategies Advisors Need Today

MARCH 11-12 | WEST PALM BEACH | #TAYFCONVERGENCE

REGISTER NOW TO ATTEND
ABOUT THE VENUE

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

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

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
  • 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.

REGISTER NOW TO ATTEND

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.

REGISTER NOW TO ATTEND

 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

 

Financial Advisor Magazine’s 9th Annual Invest in Women Conference
A 360-Degree Approach For Women In Wealth Management
March 13-14

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 questions and sponsorship opportunities,
contact Don Friedman at

don@thetayf.com

For questions and sponsorship opportunities,
contact Don Friedman at

don@thetayf.com

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