Wealth Management

Convergence

The Investment Strategies Advisors Need Today

FEB 24-26 | HILTON MIAMI AVENTURA | #TAYFCONVERGENCE

The New Administration is Coming – Are Your Clients’ Portfolios Battle-Tested?

Attend the Conference With the Highest Percentage of Financial Professionals in the Country

We all know that industry conferences are often of little value to advisors – packed with product sellers and useless content. That’s why we created Wealth Management Convergence – no product pitches or empty talks, instead you get the latest investment and practice management strategies to help you build your practice. WMC is designed exclusively for financial professionals who are focused on growing their business and serving their clients.

Reach out to Don Friedman at don@thetayf.com if you’d like to get involved in the 2025 program.

2024 WMC qualified for 12 IWI and CFA CE credits and 7 CFP CE credits.

Conference Chair

Ric Edelman
Founder
The Truth About Your Future
- Read Bio -


Designed for maximum learning experience:

  • No breakout sessions! All speakers on Main Stage, so you 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 and dine-arounds available to you

2025 CE topics include:

  • The Election's Impact: On the Economy, Stock Market, Bond Market, and Estate Planning
  • Generative AI: Improving Your Practice Management
  • Exponential Technology Investment Strategies
  • The Biggest RIAs Share Their Insights: Perspectives from Top CEOs, Top CIOs, and Top Advisors
  • Growing Your AUM with Blockchain & Digital Assets
  • Longevity Has Killed the 60/40 Glidepath: What to Do About It

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 include:

  • The Election's Impact:
    On the Economy, Stock Market, Bond Market, and Estate Planning
  • Generative AI: Improving Your Practice Management
  • Exponential Technology Investment Strategies 
  • The Biggest RIAs Share Their Insights: 
    Perspectives from Top CEOs, Top CIOs, and Top Advisors
  • Growing Your AUM with Blockchain & Digital Assets
  • Longevity Has Killed the 60/40 Glidepath: What to Do About It

Featured Speakers


Andrew Altfest
President
Altfest Personal Wealth Management
- Read Bio -

Rob Barcelona
Senior Financial Advisor
Fiduciary Financial Advisors
- Read Bio -

Annie Brinckman
Wealth Advisor
Capital Planning Wealth Management
- Read Bio -

Don Calcagni
Chief Investment Officer
Mercer Advisors
- Read Bio -

Michael Crook
Chief Investment Officer
Mill Creek Capital
- Read Bio -

Aneet Deshpande
Chief Investment Officer
Clearstead Advisors
- Read Bio -

Michael Greenwald
Global Head, Financial Innovation and Digital Assets
Head, Global Executive Relations

Amazon Web Services
- Read Bio -

Rick Kent
CEO & Founder
Merit Financial Advisors
- Read Bio -

Jen Leary
CEO
CLA
- Read Bio -

John Mell
Wealth Manager & Employee Owner
Laird Norton Wetherby
- Read Bio -

Robert Ossers
Head of Wealth Planning
Shufro Rose & Co
- Read Bio -

Patrick Runyen
Principal & Director of Client Experience
Modera Wealth Management
- Read Bio -

Avy Stein
Founder and Co-Chairman
Cresset Capital
- Read Bio -

2024 Lead Sponsor


2024 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

Hilton Miami Aventura

Hilton Aventura Miami is located in the heart of Aventura near the Aventura Mall, Miami International Airport and Fort Lauderdale Hollywood Airport.

Should you have any questions, please call 703-831-2240 or email us at info@dacfp.com.

VIP Guest

FREE

  • Free Admission – the registration fee is waived
  • Free Hotel – we will book your hotel room at Event location and pay for its costs
  • Free Event Meals – we will pay for your meals at all Event Meals

Financial Professional

$129

  • Register for $129
  • Special Hotel Room Rate of $289+tax per night
  • 1:1 meetings with our sponsors
  • Sponsor-hosted dinners

Qualifications to be a VIP Guest

To become a VIP Guest, you must meet the following qualifications:

  • You personally manage $50 million or more in client assets
  • You determine which investments are recommended to your clients
  • You meet with 8 sponsors for 15 minutes each at times provided by TAYF
  • You attend one Sponsor-hosted dinner on February 25
  • You attend Event’s full program, beginning 3pm on Monday, February 24 and ending 12:30pm on Wednesday, February 26
  • You secure your registration with a credit card. Your card will be charged the costs of your hotel room plus Event maximum published registration fee only if you fail to meet the above requirements
  • You provide TAYF with information about your job and company, which TAYF will use solely to evaluate your qualification as a VIP Guest. You will be informed of TAYF’s decision on a timely basis. TAYF’s decision will be at its sole discretion.
  • As a VIP Guest, you are responsible for making and paying for your travel arrangements.

VIP Guest cancellation policy

If you become unable to participate in the program, you may cancel your registration without penalty up to 21 days before the conference. Cancellation requests must be received in writing to mb@dacfp.com. Any advisor canceling after this deadline, or failing to show for a scheduled meeting, or departing early will be charged a $650 penalty (a credit card will be put on file during registration).

 

Hilton Miami Aventura

Hilton Aventura Miami is located in the heart of Aventura near the Aventura Mall, Miami International Airport and Fort Lauderdale Hollywood Airport.

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