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Experience 2025
Engage with 600+ top wealth and investment managers—from RIAs, independents, and wirehouses—who share your passion for delivering exceptional service to HNW clients.
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For four decades, we’ve been dedicated to empowering investment and wealth management professionals with exceptional education, certifications, and resources. Join the celebration!
Conference programming and additional details coming soon!
Advanced investment and wealth managers in attendance
Average assets under management of attendees
Wealth and investment education sessions
Industry-leading speakers
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
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