Final yr, we hosted the primary Future Proof convention, and it was 🔥🔥🔥.

The opinions have been fabulous: Morningstar, L.A. Occasions, Funding Information, Monetary Planning, RIA Biz, Assume Advisor, Enterprise Insider; Afterward, I instructed you the standard monetary convention was kaput.

Attendees from everywhere in the nation (and the world!) got here to debate an important points surrounding advising purchasers. That is the subsequent era of the wealth administration trade, they usually wish to keep forward of the curve.

Therefore, Future Proof.

This yr, we’re upping the ante — we obtained a number of suggestions from attendees, audio system, and sponsors. And whereas we admire the entire variety phrases, there have been loads of very sensible strategies as to how we will make it even higher this yr. We took individuals’s concepts to coronary heart, and I’m much more enthusiastic about this yr’s occasion.

Come be part of us on September tenth via thirteenth in Huntington Seaside, California. Final yr, we took over all 4 inns and your entire half-mile boardwalk stuffed with individuals you must meet and corporations you must study — and we’re all set to do it once more. You’ll meet nice individuals, study loads concerning the route of our trade, and have a whole lot of enjoyable as well. Michael Kitces expects it to be the Greatest Convention Expertise for 2023, and we agree! Registration won’t ever value lower than it does immediately. Get your ticket and reserve your room.

Come be part of us in September!

Registration is now open for FutureProof 2023