Assistant Agenda

This year, we will have three specific breakout tracks open to both advisors and wealth management assistants on Monday afternoon. Tuesday morning will feature WIN segment breakout sessions for advisors and is open to wealth management assistants as well. In addition, there will be wealth management assistant focused sessions on Tuesday morning. Details regarding exclusive assistant sessions at Communities can be found below.

2 – 6 p.m.

Event Registration

3 - 5 p.m.

Compliance Session
(Optional, pre-registration required)

5 - 6 p.m.

Sponsored CE Session: IPX’s 1031 — 1031 Exchange Overview and Updates
(Optional, pre-registration required)
*Must be licensed to attend
Craig Brown, Senior Vice President and Regional Manager, Investment Property Exchange Services, Inc.

6 – 9 p.m.

Welcome Reception