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A series of live, interactive panel discussions scheduled from September 2020 – June 2021 covering the current state and future direction of technology, marketing, asset management, practice management and wealth planning featuring executives from finalist firms and industry experts. Invited audience will be the 435,000 readers of – advisors, planners, estate professionals, as well as teams from the 221 companies who submitted for the 2020 WealthManagement Awards.
  • Click on the arrow to view more information about each session.
  • Sign up for each session you’d like to attend by clicking on it.
  • You’ll be prompted to register once.
  • Sign up to get reminders for additional sessions – with a single click!
  • CE Credit eligibility requires attendance to all 3 sessions in a series.