Advisor Agenda

1st Global Communities provides learning experiences to help advisors and wealth management assistants grow their practice and achieve success.

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 on the Assistants tab.

Communities Breakout Tracks

Marketing and Sales

With the right tools, resources and practices, firms can effectively market their services and adopt a high-growth culture. This year’s breakout sessions will cover the essentials – websites, client communications, case studies from top-performers and keys to leverage marketing resources from 1st Global.


Grow your wealth management enterprise with the help of 1st Global technology partners Envestnet and Fidelity Custody & Clearing (NFS).

Advanced Financial Planning

This year’s event features internal and external subject matter experts on everything from maximizing the new 199A pass-through deduction, how to introduce the new IMS Select Portfolios to clients, a demo of new tax-smart investing software and much more.

Looking for the Assistant’s agenda? Visit the Assistants tab here.

2 – 6 p.m.

Event Registration

2 – 3 p.m.

BMS Community Session

3 – 5 p.m.

Compliance Session
(Optional, pre-registration required)

5 – 6 p.m.

Overview of 1031 Exchanges
(Optional, pre-registration required)
*Must be licensed to attend
Craig Brown, Esq., Senior Vice President, Regional Manager, IPX1031®

6 – 9 p.m.

Welcome Reception