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

ELEVATE 2021 SPONSORS