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.

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.

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.