At this 2-day event, you’ll gain key insights and actionable strategies from leaders across both Loring Ward and BAM.
This year’s theme, Retirement [re]Imagined, will center around the 10,000 boomers retiring each day. You’ll learn from professionals across the financial planning spectrum on how to deliver a better wealth experience across investment, planning, tax, and estate topics. Equally valuable is the opportunity for advisors to connect and network with peers and share ideas.
• Designing a Client Centric Experience around Retirement Transitions
• Growth opportunities through delivering a better wealth experience
• Perspectives from Retirees on what really matters
• A range of topics from retirement tax tactics to fixed income and small business owner financial strategies
These regionally-based conferences will deliver actionable insights and best practices for running a more impactful and client-centric business. You can choose from one of two Advanced Symposium locations: