Attendees may arrive beginning at 9:30am for registration and networking.  The event will run from 10am-4pm and include:

• General Sessions
• Breakout Sessions
• Lunch + Exhibitors in THE EXCHANGE
• Break in THE EXCHANGE with Sponsor Exhibitors
• Networking Reception

Agenda

Experience for yourself why The Exchange is the premier forum for the wealth and investment management industries!

We will be hosting a reception onsite immediately following the meeting. Please plan to stay and join us to continue the conversation.