2019 Annual Conference Experience

Join us for this industry-acclaimed conference packed with the latest on investments and wealth management. With sessions led by national thought leaders and six key tracks for learning, earn up to 24 Institute continuing education (CE) hours.

Alexandra Cole, Co-founder

Purpose Generation

Alexandra Cole, co-founder, Purpose Generation, sets strategic direction for her clients, matches them with millennial trends and behaviors, and oversees projects to make sure they're executed flawlessly. She writes for the Huffington Post detailing career jumps, millenials, and other topics.