Our event begins with a scramble golf tournament on Sunday, November 6th at 8am. The conference formally beings with a cocktail reception on Sunday, November 6th at 6pm with exhibitors. The sessions begin on Monday following a continental breakfast with exhibitors at 7am. The event continues with a cocktail reception with exhibitors from 5-7 pm, followed by an after-hours networking social at 9pm at The Breakers Beach Club. Sessions continue on Tuesday morning and conclude at 1 pm on November 8th.
- Washington Update with Davis & Harman
- Plan Sponsor Panel
- Alternative Investments
- TPA Panel
- Advisor Survey Results
- Data Sharing and Privacy Research
- Secure 2.0
- Lifetime Income
- Simplification and Digitization
- Data Security & Privacy
- Workforce Challenges
- Direct Indexing – The Future of Investing?
- And more