XYPN 23
Come see us at the 2017 XY Planning Network annual conference in Dallas, August 28-31.
Events
IDFA National Conference
We look forward to meeting you in Nashville.
Envestnet Advisor Summit
Stop by and see us in Austin at the Envestnet Annual Advisor Summit.
SSG Annual Conference
Stop by and see us at the SSG Annual Conference for Registered Investment Advisors.
Master Class – Factor Investing 101
An overview of the theory, research, and applications of some common factor-based strategies.
TD Ameritrade Annual Conference
First Rate Conference
SSG Annual Conference 2018
Garrett Planning Network Retreat
XY Planning Network 2018
Webinar: Working with First Ascent
During this webinar we’ll walk through everything you need to know about how you can partner with First Ascent. We’ll review our portfolios, our proposal, our digital account opening process, and our billing and reporting options. We’ll also discuss our road map for the coming year, including new technology developments and offerings.
UC Berkeley Course: Applied Behavioral Economics for Financial Advisors
A course by Professor Shachar Kariv, a shining light in the world of behavioral economics.
Garrett Planning Network Retreat
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.
Disrupt Advice
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