As we head further into the winter months and the temperature continues to drop, conference season is just beginning to heat up!
With the Fintech industry changing so rapidly and new trends popping up constantly, we’re excited to head out on the road to see and hear from advisors and industry professionals, as well as offer our own insights.
One conference we’re particularly excited about is the upcoming T3 Advisor Conference in Orange County, Calif., where we’ll be announcing some exciting updates regarding our 2017 product roadmap.
Other great events we’ll be attending include the Ameritas Conference in Las Vegas, Nev., where our very own Lisamarie Roberto will be presenting on how eMoney is helping create a solution suited for your client’s best interest, and Fidelity Inside Track in Washington, D.C., where we’ll be discussing the role of digital advice and how to incorporate this trend into your service offering.
2017 is set to be one of the biggest years for eMoney and our advisors, so we thought this guide might come in handy if you want to catch us out on the road. And if you’re at one of these events, be sure to stop by and say hello!
|TD Ameritrade||February 1-3||San Diego, Calif.|
|Voya Advisor Insight||February 2-4||San Diego, Calif.|
|Investment Advisor Strategies||February 6-7||Charlotte, N.C.|
|Fifth Third Conference||February 7-9||Phoenix, Ariz.|
|T3 Advisor Conference||February 14-17||Orange County, Calif.|
|Founders DOL Symposium||February 16||Philadelphia, Penn.|
|Investment Planners Conference||February 20-21||St Louis, Mo.|
|Ameritas Conference||February 21-24||Las Vegas, Nev.|
|ABA Wealth Management and Trust||February 22-24||New Orleans, La.|
|AXA National Leaders Forum||February 22-24||San Antonio, Tex.|
|Eagle Summit||February 27 – March 1||Indian Wells, Calif.|
|Founders DOL Symposium||March 1||Boston, Mass.|
|Charitable Giving Workshop||March 6||New York City, N.Y.|
|BISA Annual Convention||March 7-10||Hollywood, Fla.|
|Charitable Giving Workshop||March 8||Philadelpha, Penn.|
|Client Experience Workshop||March 8||Denver, Colo.|
|Fidelity Inside Track||March 15-16||Washington, D.C.|
|ALTSLA||March 22||Los Angeles, Calif.|
|Barrons Top Independent Advisors||March 22-24||Orlando, Fla.|
And even though it’s still a few months away, don’t forget to register for our biggest event of the year! The 2017 eMoney Advisor Summit is taking place on September 25-27 in Scottsdale, Ariz.