Agenda

May 11

• 8:30 am -

  Registration/Networking

• 9:00 am -

  Opening Comments/Daxs Stadjuhar

• 9:15 am -

  Characteristics of a Growing Practice – Rich Gates/LPL

• 9:50 am -

  Best Practices based on Barron’s Research – Corey Silva/MFS

• 10:25 am -

  Break/Networking

• 10:40 am -

  Investment Management Best Practices – Portfolio Consulting Team

• 11:15 am -

  Cybersecurity Update for Advisors

• 11:50 am -

  Break & Lunch Served

• 12:40 pm -

  Practice Acquisitions and Recruiting an Advisor to Your Practice – Christopher Mercado and Jeremy Olen

• 1:15 pm -

  Q & A – The Network’s Managing Partners