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Master List Of Financial Advisor Conferences For 2024-2025

The MarketCounsel Summit 2023

December 4-7 | 
Las Vegas, NV | 

The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement.

Price: $2,500
Type: In Person
Content Focus: Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
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