

SUMMIT23
This year, we’re bringing you an amazing lineup of presenters and workshops to help you grow your business and deliver the best experience for your clients. The focus is on how you can win—and serve—more High-Net Worth clients, with sessions on:
Understanding and winning the HNW opportunity
Working successfully with business owners
Making the most of direct indexing solutions
Differentiating yourself with Tax Alpha Solutions
Strategies for growing your HNW business
Delivering an exceptional client experience
Best practices and success strategies from your peers
And more...
OUR SPONSORS


















OUR
SPONSORS


















OUR
SPONSORS


SCHEDULE
Events Happening Now
No Events
Coming up Next in
18oct8:00 am11:55 pm8:00 am - 11:55 pm Optional Meetings with Symmetry Team Members / Office Tours
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
18oct8:00 am11:55 pm8:00 am - 11:55 pm Optional Meetings with Symmetry Team Members / Office Tours
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
18oct12:00 pm1:00 pm12:00 pm - 1:00 pm LunchSponsored by Orion
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
18oct1:00 pm1:15 pm1:00 pm - 1:15 pm WelcomeDavid Connelly, Symmetry Co-Founder & Principal
Event Details
Event Details
Event Details
Event Details
Event Details
Event Details
18oct3:15 pm3:30 pm3:15 pm - 3:30 pm Break
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Event Details
Event Details
Event Details
Event Details
Event Details
Event Details
18oct5:30 pm5:45 pm5:30 pm - 5:45 pm Wrap Up
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Events Happening Now
No Events
Coming up Next in
18oct8:00 am11:55 pm8:00 am - 11:55 pm Optional Meetings with Symmetry Team Members / Office Tours
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
19oct8:00 am8:45 am8:00 am - 8:45 am Breakfast
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
19oct8:45 am9:30 am8:45 am - 9:30 am HNW Solutions - AxiomSymmetry Research
Event Details
Event Details
Event Details
Event Details
Event Details
Event Details
19oct10:45 am11:00 am10:45 am - 11:00 am Break
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Event Details
Event Details
19oct11:45 am1:00 pm11:45 am - 1:00 pm Lunch
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Event Details
Event Details
Event Details
Event Details
19oct2:30 pm2:45 pm2:30 pm - 2:45 pm Break
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Event Details
Event Details
Event Details
Event Details
19oct4:15 pm4:30 pm4:15 pm - 4:30 pm Wrap Up
Event Details
Event Details
Location
Symmetry Partners
151 National Drive
Event Details
Event Details
Location
Symmetry Partners
151 National Drive