our annual conference is posponed to next year

please stay tuned for more details!

SESSIONS

ATTENDEES

EXHIBITORS

WHY YOU SHOULD ATTEND

Financial Advocates’ Elevate is a two-and-a-half-day educational and networking event for financial advisors and their staff throughout the Pacific Northwest and surrounding areas.

With state of the art breakout rooms and main stage space, Seattle’s Destination Waterfront Venue, Bell Harbor International Conference Center at Pier 66 is sure to please! Their event space features 180-degree views of the Olympic Mountains, Mt. Rainier, Puget Sound’s Elliott Bay, and the Seattle skyline.

REGISTRATION IS FREE!

COUNTDOWN TO ELEVATE

Day(s)

Hour(s)

Minute(s)

Second(s)

By registering, you receive:

Access to all keynote, main stage, and breakout speaker sessions
Access to tracks on niche topics like technology, financial planning, and marketing
Dedicated networking times to connect with industry experts, advisors and home office team members
An abundance of ideas and takeaways you can implement in your practice

CONFERENCE AGENDA

WEDNESDAY, SEPTEMBER 15

START	END	TYPE	TOPIC – SPEAKER	ROOM
7:00 AM	All Day	Registration		Lobby
7:30 AM	8:45 AM	Breakfast/Showcase		Harbor Dining Room
8:45 AM	9:15 AM	Main Stage	Welcome Kick-Off – Financial Advocates	Bay Auditorium
9:15 AM	10:00 AM	Main Stage	Perfecting Partnerships – Pacer Financial	Bay Auditorium
10:00 AM	11:00 AM	Keynote	Overcome It – Austin Hatch (Special Guest)	Bay Auditorium
11:00 AM	11:15 AM	Break		Pre-Function Area
11:15 AM	12:15 PM	Main Stage	Income/Inflation Protection – Griffin Capital	Bay Auditorium
12:15 PM	1:15 PM	Lunch	Sponsor Power Lunches	Harbor Dining Room
1:15 PM	2:15 PM	Main Stage	Don’t Fear the Fallout (SECURE Act) – Pacific Financial Group	Bay Auditorium
2:15 PM	3:45 PM	Panel Discussion	Advisor Best Practices – Natixis, MFS, SSGA, Vanguard	Bay Auditorium
3:45 PM	4:00 PM	Break		Pre-Function Area
4:00 PM	5:00 PM	Main Stage	Understanding Private Equity – CNL	Bay Auditorium
5:00 PM	5:15 PM	Main Stage	Day 1 Closing – Financial Advocates	Bay Auditorium
6:00 PM	8:00 PM	Opening Night Reception		Marriott Waterfront Ballroom

THURSDAY, SEPTEMBER 16

START	END	TYPE	TOPIC – SPEAKER	ROOM
7:00 AM	12:00 PM	Registration		Lobby
7:30 AM	8:45 AM	Breakfast/Showcase		Harbor Dining Room
8:45 AM	9:15 AM	Main Stage	Welcome and Day 1 Recap – Financial Advocates	Bay Auditorium
9:15 AM	10:15 AM	Main Stage	Evolution of ETFs – American Century	Bay Auditorium
10:15 AM	11:15 AM	Mainstage	Fidelity Domestic Outlook – Fidelity	Bay Auditorium
11:15 AM	11:30 AM	Break		Pre-Function Area
11:30 AM	12:30 PM	Main Stage	Your Niche is Waiting: Wealth at Work – Columbia Threadneedle	Bay Auditorium
12:30 PM	1:00 PM	Lunch	Sponsor Power Lunches	Harbor Dining Room
1:00 PM	1:45 PM	Lunch	FA Town Hall – Gary Campbell & Angie Vlach	Harbor Dining Room
1:45 PM	3:00 PM	Panel Discussion	Innovative Ideas for 2022 – Natixis, Hines, Eagle Life, Symetra	Bay Auditorium
3:00 PM	4:00 PM	Main Stage	The After Tax Advisor – Eaton Vance	Bay Auditorium
4:00 PM	4:15 PM	Break		Pre-Function Area
4:15 PM	5:15 PM	Keynote	Creating Trusting Relationships that Transcend Transactions – CNL	Bay Auditorium
5:15 PM	5:30 PM	Main Stage	Day 2 Closing – Financial Advocates	Bay Auditorium
6:00 PM		Sponsor Dine-Arounds

FRIDAY, SEPTEMBER 17

START	END	TYPE	TOPIC – SPEAKER	ROOM
7:30 AM	9:00 AM	Breakfast/Showcase		Harbor Dining Room
9:00 AM	9:15 AM	Main Stage	Welcome and Recap Day 2 – Financial Advocates	Bay Auditorium
9:15 AM	10:15 AM	Keynote	Fourth and Goal: What to Do When It All Counts – Jim Zorn, XFL Seattle Dragons	Bay Auditorium
10:15 AM	11:15 AM	Main Stage	Nationwide Bond Alternative and Retirement Solutions – Nationwide	Bay Auditorium
11:15 AM	11:30 AM	Break/Lunch To-Go Boxes		Pre-Function Area
11:30 AM	12:30 PM	Main Stage	Building Portfolios in the Midst of a Bubble – Toews	Bay Auditorium
12:30 PM	1:30 PM	Keynote	Goals Based Investing with the Double Leaf Models – Horizon	Bay Auditorium
1:30 PM	2:00 PM	Main Stage	Day 3 Closing – Financial Advocates	Bay Auditorium