Come see us at the 2017 XY Planning Network annual conference in Dallas, August 28-31.
We look forward to meeting you in Nashville.
Stop by and see us in Austin at the Envestnet Annual Advisor Summit.
Stop by and see us at the SSG Annual Conference for Registered Investment Advisors.
We are very excited to be at the 17th annual Garrett Retreat 17, July 27–30, 2017, at the beautiful, Omni Interlocken Hotel. And in our own backyard. Let us know if you’ll be attending. We’d be happy to get together.
Patrick Krulik, First Ascent Chief Investment Officer, will be speaking at the Disrupt Advice Conference, Sept. 12-13, 2017 at the Crowne Plaza, in New York