We’re bringing together an impressive lineup of panelists from IDC and our partners, including representatives from 14 carriers, to discuss key topics and solutions that are impacting advisors today such as:
· Tax and estate planning
· The investor and advisory lifecycles
· New sales tactics and strategies
· Product and solution updates, and more!
For a full list of speakers and sessions, please visit our event agenda
Register now for this informative and impactful event!
We look forward to seeing you there!
CE credits under review. Must stay on for full event to receive credits.
© 2024 Worldsource Wealth Management