Event Information


Who is the audience?

Wealth Advisors, Broker Dealers, and other Financial Professionals are invited to attend all panel discussions and presentations. The target audience, however, is advisors and broker dealers.

This event is intended for institutional, broker dealer, or registered investment adviser participation only.  Event attendance or participation by the general public is prohibited.

Our firm would like to participate in a panel or presentation. Who do I contact for more information?

Stacy Chitty (Managing Partner) or Margaret Armour (Partner Strategy & Support)