Agenda

We kick off the Forum on Sunday, November 3rd with a scramble golf tourney on The Breakers Championship Course. Take in the sunshine and views while catching up with fellow attendees, speakers and sponsors. Golfers of all skill levels welcome.

We have an 8 AM check-in for warmup on the putting green and driving range. Coffee and Danish provided. Scramble, shot gun start at 9 AM.

Sunday evening festivities begin at 6 PM with a cocktail reception in the Services Exhibition area with industry-leading brands showcasing the latest products and services.

Day 1 begins with breakfast at 7 AM in the Services Exhibition. Opening remarks and the first conference session start at 8 AM. Sessions continue throughout the day, ending at 4:30 PM. A cocktail reception with exhibitors beginning at 5 to 7 PM wraps up the day’s activities.

The conference continues on Day 2 with breakfast in the Services Exhibition at 7 AM, followed by opening remarks and sessions beginning at 8 AM. The conference ends at 1:00 PM.

Preliminary Session Highlights

  • Advisor Survey Results
  • Washington Regulatory & Legislative Update
  • Plan Sponsor Panel
  • Advisor Focused Track
  • And much more