Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Innovate Summit

February 20-21 |

Louisville, KY |

https://pages.stonewoodfinancial.com/innovate

During this two-day event, attendees will discover new sales ideas, lead generation tools, message frames, and product designs to better prepare clients for retirement. Advisors also will learn to position and address emerging retirement risks, including legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.

Price: $599

Type: In Person

Content Focus: Practice Management, Retirement, Risk/Insurance Planning, Tax Planning

Channel: Independent BD, RIA

Organizer: Vendor

Back to All Conferences