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Can Your Platform Grow?

Take a deep dive into where industry technology is headed and what you need to know to stay future proof.

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Jan. 25 & 26
(Optional Welcome Reception Jan. 24)

Gaylord Palms Resort & Convention Center
Kissimmee, FL

EVENT PARTNERS
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In this executive workshop we will cover

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$450

REGISTRATION FEE

Current ROffice users & Succession Link customers:

Be sure to use your promo code when you register to receive your discount!

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Presented by ROffice

ROffice, connecting virtual assistants  and fractional services to independent financial advisors, has partnered with industry and technology leaders to share some of the best ways to grow your practice and future proof your business.

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Agenda

Wednesday Jan. 24

6:00 PM

Welcome Reception

Thursday Jan. 25

9:00 AM - 12:00 PM

Growth Session

Lead by Anasova, SuccessionLink, and Live Oak Bank

12:00 PM

Lunch Break

1:00 PM - 4:00 PM

Quality Session

Lead by AssetMark and Practice Intel

7:00 PM

Dinner Party (off-site location)

Hosted by Moody National Companies

Friday Jan. 26

9:00 AM - 12:00 PM

Efficiency Session

Lead by Black Diamond and DPL Financial Partners

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ROffice has reserved a room block at the Gaylord Palms Resort & Convention Center in Kissimmee, FL.

Make sure to book your stay at the Gaylord Palms Resort using the ROffice room block to receive our rate of $319.00 + Resort Fee $38.00. In addition, there is a 50% Discount on Self Parking for overnight guests.

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Please note: All persons attending the executive workshop are responsible for their own travel and room accommodations.

I want to attend the executive workshop.

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