Agenda

Wednesday (11.09)

Morning

Meetings

Symmetry Team Members and Office Tours

12:00PM – 1:00PM

Lunch

01:00PM – 01:45PM

Symmetry & The Future of Advice

Symmetry Co-founder & Principal

01:45PM – 02:45PM

Symmetry’s Research – New Insights & Initiatives

Chief Investment Strategist, Symmetry Partners

02:45PM – 03:00PM

Break

03:00PM – 04:30PM

60/40 and Beyond : Axiom, Tax Alpha Program, Dynamic Risk Management

CFA, CAIA, CIPM, Managing Director, Symmetry Partners

Head of Strategic Relationships & Product Development, Symmetry Partners

04:30PM – 05:30PM

Growing Your
Business Today

Associate Director, National Sales, Symmetry Partners, Three Financial Advisors.

05:30PM

Reception & Dinner

Thursday (11.10)

08:00AM – 08:30AM

Breakfast

08:30AM – 09:30AM

Money Manager Presentations

09:30AM – 10:30AM

Taxes & Your
Practice Panel

Head Of Strategic Relationships & Product Development, Symmetry Partners.
Two Financial Advisors.

10:30AM – 10:45AM

Break

10:45AM – 11:45AM

Keynote Presentation – Closing The CX Gap

SVP, Consulting & Implementation, Orion Advisor Technology

11:45AM – 12:00PM

Wrap Up

12:00PM – 2:00PM

Lunch and Solutions Fair

02:00PM – 03:15PM

Creating Your Growth Plan

Associate Director, Marketing, Symmetry Partners. Symmetry Regional Director.

03:15PM – 03:30PM

Break

03:30PM – 04:30PM

Creating a More Referable business

Head of Client Experience & Advisor Services, Symmetry Partners

04:30PM – 06:30PM

Optional Reception & Dinner