SYMMETRY'S 3RD ANNUAL
JUNE 20-22, 2023
Reserve Your Spot!
AdvisorFest is a virtual event for independent Financial Advisors focused on successful strategies and solutions to help you deliver an exceptional client experience, grow and scale your practice, and gain perspective on new investment solutions including tax-alpha strategies and Personalized Direct Investing. You will also hear from other Advisors and how they focus their practices. Over the course of the 3 days, we will focus on:
You can register for all 3 days below or scroll down to register for individual days!
Personalized Direct Investing
We are proud to present our new direct Indexing solution - Symmetry Axiom. Join Symmetry Partners' Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager discuss the practice of personalized direct investing, how it works, and how it can be customized to suit investor's individual values.
Tax Alpha Strategies
When it comes to taxes, delay and inaction can be expensive. The Symmetry Tax Alpha Program can help you realize substantial long-term tax savings while addressing other challenges
such as concentration risk. Join us as we discuss our innovative Tax Alpha Program and how it can solve the tax management challenges of Direct Indexing.
The Science of Marketing
Choosing & Using Your CRM
Death, Education, & Taxes
Join us for an informative and engaging session as we discuss with a panel of experienced Advisors how they navigate the complex world of education planning, tax planning, and legacy planning—three key areas almost every client needs help with. Whether you're helping parents plan for college, optimizing client tax strategies, or helping clients to leave a lasting legacy, this interactive webinar will provide you with practical tips, key trends, and essential knowledge.
Empowering Women Investors: Navigating Financial Success Together
Are you interested in attracting and collaborating with more women investors? This webinar focuses on key strategies and best practices, led by a panel of Advisors. They will share their experiences, challenges, and triumphs in working with women investors, offering valuable insights and practical strategies that can be applied in various professional contexts.