Financial Planning Accelerator

The Future of Financial Planning

Sharpen Your Planning, Learn from Retirement Income Experts and Add Deeper Value to Your Clients.
What will the future of the financial advisory profession look like? Join some of the brightest minds in the retirement planning sphere to discuss new innovations and practical tips that will deepen your value with clients.
Focus on diving deep into one of the most powerful parts of an advisor’s value.
Understand the true impact of the SECURE Act
See how advisors are adding key tech to transform experience
Find out how key process changes can increase your value and wallet share
Agenda
Accelerator Agenda
Thursday, May 28, 1-4 p.m.
1:00 PM
Demonstrating Your Value to Clients with Jamie Hopkins
1:45 PM
Featured Speakers
2:25 PM
Break
2:35 PM
Panel – Live Q&A
3:00 PM
Keynote – Subject Matter Expert
3:45 PM
Closing Comments

Financial Planning Accelerator

$649
Special Price for a Limited Time
3-DAY EVENT

Not only do you get the Accelerator, you get everything Excell offers!

Inspirational keynote presentations
Dozens of breakout sessions
Unlimited networking

Interested in sponsoring the Financial Planning Accelerator or being a featured speaker? Apply here.
close-link