Join us at the exclusive Educational Symposium designed specifically for top-tier Financial Advisors.

This event will take place at the stunning Hutchinson Shores Resort & Spa in Florida, offering a perfect blend of professional development and relaxation.

Event Details:

KFN Branch & Business Development Symposium 2024


May 14-15, 2024


Hutchinson Shores Resort & Spa , Jensen Beach, FL

Symposium Highlights:

  • Structured Notes: Discover innovative strategies to incorporate Structured Notes into your clients' portfolios for enhanced returns and risk management.
  • Fixed Income: Gain insights into the current fixed income market and learn how to navigate the challenges and opportunities in this low-yield environment.
  • Funds: Explore the latest trends in mutual funds, ETFs, and alternative investments to diversify your clients' portfolios and maximize returns.
  • High-Net-Worth (HNW) Client Acquisition: Learn proven strategies to attract, engage, and retain high-net-worth clients, expanding your business and increasing your AUM.
  • Advisor Panel: Discussion on Strategic Relationships with CPA’s, Attorneys, COI’s with Ray Eissa

Our expert speakers include industry thought leaders, successful practitioners, and renowned academics who will share their knowledge and experiences to help you stay ahead in the competitive world of financial advisory.

In addition to the educational sessions, you will have ample opportunities to network with your peers, exchange ideas, and forge valuable connections during our carefully planned social events and leisure activities.


  • Arrivals between 2pm – 4pm
  • Room Check In
  • 6pm Cocktail Welcome Reception
  • 7pm Light Dinner (buffet style, simple & healthy)
  • Breakfast/working 8:30am- 9:30am
  • 9:30am – 9:45am Chris introduce Brian & Brian provides KFN update.
  • 9:45am – James Molinari from First Trust
  • 10:00am – 10:30am Chris introduces Lewin Williams SESSION 1
  • 10:30am -10:45am Break
  • 10:45am – 11:30am Chris introduces Natasha Kennedy SESSION 2
  • Networking Lunch 11:30am -12:30pm (Michelle Rodgers can provide a Fixed Income Update)
  • 12:30pm – 1:15pm Chris introduces 1290 Funds (FT – speaker) SESSION 3
  • 1:15pm – 1:30pm Break
  • Session 4 – 1:30pm – 2:15pm Equitable – Chris to introduce Ray Eissa SESSION 4
  • Good byes 2:15 –2:30pm Closing Remarks

Sign up and don't miss this opportunity to elevate your practice, enhance your knowledge, and enjoy the luxurious amenities of Hutchinson Shores Resort & Spa. Spaces are limited, so register today to secure your spot.






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6451 North Federal Highway, Suite 1201
Fort Lauderdale, Florida 33308
Telephone: (954) 782-4771