hear straight from the experts
expand your network of support
share tools and tips with your peers
connect with solution providers
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Advisor Town Hall / Unlock the Mystery of Mergers, Acquisitions and Succession
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Chasing Positivity
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Why Do Investors Make the Decisions They Do?
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Advisor Alpha: Staying Ahead of Change
TAKE A PEEK AT OUR SPEAKERS FOR
Monday
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Macroeconomic Outlook & Credit Markets Update
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ESG Investing & Income Planning in Retirement
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The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty
ATTEND OUR NIGHTLY & VIRTUAL
Happy Hour
During this time, we will…
- Provide you with key takeaways from the sessions that day
- Offer Networking Opportunities with your peers and sponsors
- Allow open discussion / Live Q&A from speakers
Hosted by
Gary Campbell, Founder & Chief Strategy Officer
Angie Vlach, President & chief executive officer
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Beta Mania – The Evolution of Passive Investing
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Orlando’s Outlook: Character vs. Economy
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Increase Your Fee Revenue & Secure Your Future IRA Rollover with In-Plan Advice for 401K, 403B, 401A and/or 457
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The Art of the Clean-up
DIVE IN FURTHER ON
Tuesday
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Tools of the ETF Trade: Understanding ETF Liquidity and Trading
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Access to a New Core Asset Class
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Behavioral Portfolio Design
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Never Let a Crisis Go to Waste: COVID, the Economy, Bond Market and Social Security
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Real Estate Post COVID - Opportunities, Pitfalls and the Evolution of Product Design for Investors
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Broken Bonds: Assessing Bond Risks and the Future of Asset Allocation
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Demo: BizEquity Valuation Platform
KEEP LEARNING ON
Wednesday
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Lights, Camera, Sell! How to Host an Impactful Virtual Meeting or Client Review
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Using Annuities to Protect Clients in the Current Environment
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Planning Opportunities and Sequencing Strategies for Retirement Income
FINANCIAL ADVOCATES
CLICK HERE
LPL FINANCIAL
Advisors & Admin with Home Office Supervision or with another OSJ
CLICK HERE
THERE IS NO COST To ATTEND ELEVATE
Register Now!
Thanks to our sponsors, we are able to offer our conference at no cost for advisors and their administrative staff.
WHAT WE HAVE PLANNED
Full Conference Agenda
MONDAY, SEPTEMBER 14
TUESDAY, SEPTEMBER 15
WEDNESDAY, SEPTEMBER 16
IMPORTANT INFORMATION
Frequently Asked Questions
Why has Financial Advocates' conference been changed from in-person to virtual?
Based upon information provided by the Centers for Disease Control and Prevention, the World Health Organization and other authorities, physical gatherings will continue to present risk for coronavirus transmission into the foreseeable future.
The safety of our clients, partners and employees takes precedence over other factors. For that reason, we’ve replaced the in-person gatherings with virtual events.
When and "where" will FA Elevate take place?
Financial Advocates’ Virtual Platform will launch September 10th. Live sessions will start on September 14th and continue until September 16th. Recordings of sessions will be available in the weeks following.
This virtual experience of sessions is a new way to connect with you and partners when it’s convenient for you.
What is the cost to attend Elevate?
There is no cost to attend the virtual event.
Can my administrative staff attend?
Yes! We encourage your administrative staff to register and attend.
How will the content be delivered?
All sessions will be delivered using GoToMeeting or GoToWebinar.
Do I need to attend all three days?
No, you do not, however, we encourage you to attend as many sessions as you can and also attend our daily “happy hour” for a recap of the sessions and an opportunity to speak with the presenters 1:1.
DON’T MISS OUT!
Join Us In…
Day(s)
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Hour(s)
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Minute(s)
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WE APPRECIATE YOU!!
Event Sponsors
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