An annual event for Principals of successful Wealth Management firms.
Join leading industry experts who specialize in the RIA business to engage in an interactive discussion regarding current business issues, as well as strategies for future success. This annual event is structured so that attendees can ask questions relevant to their own practices and meet with peers in a roundtable forum designed to energize and challenge their thinking.
Back by popular demand – Enter for a chance to win an official Gladstone bag by making a donation to the charity we choose. In 2016 we supported the Children’s Hospital of Philadelphia.
*Sponsorship opportunities available.