See You at FPA B.E. in Boston? Here's How to Find Marie Swift.
I’ll be at the FPA B.E. Conference in Boston. Find me and say hello!
- Vanare | NestEgg – Table #17
- Client Driven Practice – Table #15
- Scottrade Advisor Services – Booth 308
- Strategy and Resources – Booth 302
- Entreda – Table # TBD
- GuideVine.com – Table #TBD
- Everplans Pro – Table #TBD
See the interactive map of the exhibit hall for visual of the booths and tables.
I will also be live tweeting some of the sessions including:
Retirement Roundtable – Sept 26 at 2:20 pm ET
Robert Powell, respected journalist
Cutting College Costs – Sept 26 at 4:30 pm ET
Lynn O’Shaughnessy, respected columnist
New Rules of Marketing and PR – Sept 26 at 8:00 am ET
Jill Schlesinger, respect journalist
Robo-Advisors Point / Counter Point – Sept 27 at 2:20 pm ET
Michael Kitces (Nerds Eye View), Rich Ellinger (Wealthminder), and Lex Sokolin (Vanare | NestEgg)
Investing Roundtable – Sept 27 at 3:55 pm ET
Advisor Partners CEO – Dan Kern
M&A and Succession Planning / Financing – Sept 27 at 5:00 pm ET
Marion Asnes (Idea Refinery) + Folks from Live Oak Bank and FP Transitions
If you haven’t signed up yet for the Insider’s Forum, you can save $75 off your first registration with this code: