Why Attend October 12th -14th ?
Hear directly from industry leaders on topics
that affect your business and expand your
professional network. Learn About:- Advanced infrastructure to attract and
retain an evolving client-base
- Requisite research and innovation to stay
ahead of the curve - Product offerings that are effective
and client focused. - Critical compliance issues
Meet: - Williams Financial Group management.
- Affiliated Independent Financial Professionals (Top 20% producing an average of $650,000 annually)
Value:
- Bring a guest, enjoy receptions
and sponsored activities - Complimentary round trip car service
will be provided from Dallas airports.
Note: There is no fee to attend but all attendees are responsible for their own air and hotel.
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| Keynotes
Bruce C. Johnstone, Managing Director, Senior Marketing Investment Strategist, Fidelity Investments
Dr. Alice Rivlin, Former vice chair of the Federal Reserve Board
Mark “McGoo” McGinnis, Platoon Commander, US Navy SEAL Teams 4 & 5
| New Sessions & Panels
| Roundtable for those that did not attend last years conference Personal interviews with Wilson Williams, Senior Management & new affiliates.
One-on-One Meetings: (up to 10 hours) Pre-scheduled times to meet with sponsors and Williams Financial Group management
Lifecycle Investing:
Impact on Asset Allocation & Portfolio Design
The WFG FP 5:
Five WFG Affiliates Share Best Practices | | Presentations | Williams Financial Group
Asset Management * Insurance * Alternative Investments *
Technology * Retirement * Compliance (required)
| Sponsors & Partners
American Realty Capital * National Financial Services
Franklin Square * Virtus Real Estate Capital * Walton
| | Receptions & Sponsored Leisure Activities | Golf * Dine/Arounds * Receptions * Awards * Entertainment
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