The Major Firms Summit is designed to bring together financial planning executives from large firms for education, network and planning for the future of the profession.
Sponsorships provide an optimal opportunity to network with financial planning exucitives to position your organization as a thought leader and enterprise solution provider.
Audience: Over 50 executives representing firms of 300+ financial planners/advisors.
Agenda: Now Available!
Please review attendee criteria before registering.