Join Them: Think Bigger with 21 Top Advisors

There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.

“This conference, now in its 11th year, takes leading wealth advisors from across our nation to the places their clients go to retire;  to analyze and think strategically about the right advice for these families in the global environment in which they participate,”  says Evelyn Jacks, founder of the conference and president of Knowledge Bureau. 

Key insights at this uncertain time require new thinking, especially in the areas of tax, investment, retirement, and succession planning said Mrs. Jacks.  “I am very excited about the 21 dynamic people who will share their wisdom and insights in the outstanding educational agenda we are pleased to offer again this year.”

The registration deadline for DAC is September 30. Click here for the complete agenda.

CONFERENCE HIGHLIGHTS:

Conference headliners include Olympic Gold Medalist Jennifer Jones, who will discuss Gold Medal Thinking in the financial services; CEO of the Bargain Group, Jody Steinhauer  has a key message on becoming a Change Agent; and the Head of Retirement Research for Morningstar, David Blanchett, will provide a new twist on retirement planning. 

A powerful panel on Winning with Women Investors will be led by Caroline Dabu, who heads up an international wealth planning team for BMO financial group, while celebrated financial educator Robert Ironside  will discuss wealth equality. Top technical experts in economics, demographics, personal, corporate and cross border tax, and business succession round out the roster.

International best-selling author of How to Sell a Lobster, Bill Bishop  will help advisors think out of the box in marketing their services, while top Canadian industry influencers George Hartman, Jim Ruta, Richard Croft, and Rod Burylo  focus on sweet spots in succession, insurance, practice management, and ethics in a changing business environment.