Frustrated with conferences that have too many of the wrong people?
The results are in and our unique “allocators-only” model was a massive success. Led by RIAs, 80% of attendees were allocators. Financial professionals focused on growing their businesses and serving their clients learned about the latest investment and practice management strategies.
Reach out to Don Friedman at don@thetayf.com if you’d like to get involved in the 2025 program.
WMC qualified for 12 IWI and CFA CE credits and 7 CFP CE credits.