Elite Advisor Summit
October 29-30, 2019
Omaha, NE
October 29-30, 2019
Omaha, NE
Please join us for the exclusive gathering of top-tier advisors, where you'll get new ideas and inspiration and hear from some of the top minds in the industry! At this two-day collaborative summit, you'll be able to discover what's working for other advisors on your level and bring practical, exclusive takeaways back to your firm.
DATES
Tuesday, October 29 - Wednesday, October 30
WHO SHOULD ATTEND
Advisors must have at least $100M in AUM and/or $1M in Individual Gross Revenue
SCHEDULE
· Tuesday, October 29
- Afternoon sessions from 1 to 5 p.m.
- Roundtable Networking and Best Idea/Challenge Sharing - Coach Moderated
- Panel Discussions - Topics include: Advisor and Team Compensation, Leading Like a CEO, and Business Development
- Evening:
- Cocktail & Networking Reception
- Networking Dinners on Own
- Morning sessions from 8 a.m. to 12:00 p.m.
- Professional Persuasion
- Financial Planning - How Carson Wealth presents a Financial Plan
- Digital Marketing Mastery
- Retirement Income Strategies for Advisors
- Trends & Best Practices in M&A and Succession Planning
- 12:00 p.m. Closing Remarks and Grab & Go Lunch
LOCATION
Hilton Omaha | 1001 Cass Street | Omaha, NE 68102
ACCOMMODATIONS
- Hilton Omaha | 1001 Cass Street | Omaha, NE 68102
- Room Rate: $169 USD per night
- Click here to book your room by September 27 to guarantee room rate.
Space is limited to the first 50 who register, so reserve your spot as soon as possible! Seats will be held on a first come, first serve basis.
THANK YOU TO OUR SPONSORS
