MEMBERS

Early Bird Registration: $224 (available until July 31)
Regular Registration: $279 (available until October 15)
Late Registration: $349

NONMEMBERS:

Early Bird Registration: $324 (available until July 31)
Regular Registration: $379 (available until October 15)
Late Registration: $449

STUDENTS: $30

REGISTER NOW

We’re celebrating our 25th Anniversary in style aboard the Charleston Princess! Join us Thursday evening for a sunset dinner cruise on the harbor—complete with gourmet cuisine, live music, and memories to last another quarter-century. Dinner and three drink tickets are included with the Symposium registration.  Attendees can bring a guest for an additional fee.

Sponsored by:

FULL SESSION DESCRIPTIONS

Thursday, November 6

11:00am Registration
11:00am Ethics (Lunch provided)
1:00pm Break 
1:15pm Super CE
1:15pm Democratizing Access to the Private Markets
2:15pm Break
2:30pm Empowering the Female Investor
3:20pm Break
3:30pm From AI Assistant to AI Strategist: Transforming Your Financial Practice with Strategic Thought Partnership
4:30pm Check-In Hotel
5:30pm Depart for Dinner Cruise
6:00pm 25th Anniversary Dinner Cruise
9:00pm Return to Hotel

Friday, November 7

7:00am Breakfast and Sponsor Time
8:00am The Future Is Now: Rebuilding Portfolios for a New Market Era
8:50am Break and Sponsor Time
9:00am The Asymmetric Risk Advantage: Leveraging
Inefficient Markets for Smarter Outcomes 
9:50am Break
10:10am Your Money: Reimagining Wealth Through Simple Sketches
11:10pm Lunch, Book Signing and Sponsor Time
12:30pm SECURE 2.0: What’s In, What’s Next, and What It Means for You
1:20pm Break and Sponsor Time
1:30pm KPIs and HPFs: A Deep Dive into the Business
Metrics of High Performing Firms

2:20pm Break and Sponsor Time
2:30pm Behavioral Finance Concepts; Not Rational, Not Irrational, Just Normal – Tackling Behavioral Biases as Investors
3:20pm Adjourn

*agenda subject to change without notice