EVENTS

We’re Attending

Inside ETFs Exchange Traded Funds Conference

Fueling growth and innovation for the ETF and Wealth Management industries. Over 2000 advisors, asset owners, and ETF experts learn how the world of investment management is evolving, innovating, and presenting new solutions for client portfolios.

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Exchange ETF An ETF Experience

Advisors develop a deeper understanding of all things impacting the ETF marketplace, global markets, and more by engaging and interacting with thought leaders from over 100 of the leading ETF issuers, index providers, market makers, media, and financial influencers from across the investing and advisors landscape.

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Philanthropic Planning for ALL Clients

It is a common misconception that philanthropic planning is limited to the billionaire class. This educational session will highlight commonly overlooked strategies that can help CPAs and estate planning attorneys bring value through philanthropic planning for all...

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Commonwealth Financial National Conference

This event is exclusively for financial professionals Held every autumn, the National Conference is Commonwealth’s largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of thought-provoking keynote speakers, in-depth...

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AQR Investment Symposium

Featured speakers include: Cliff Asness, Ph.D. Managing and Founding Principal Chief Investment Officer Bryan Kelly, Ph.D. Head of Machine Learning Professor of Finance, Yale School of...

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Luncheon: Bob Doll’s Ten Predictions for 2019

Mr. Bob Doll, Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management, will provide insight on the current challenges and opportunities in the equity market. This event is exclusively for financial professionals Last year was a volatile...

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CalCPA: San Diego Chapter Holiday Party

Join fellow San Diego Chapter attendees and their guests for a festive evening as we honor the 2018 scholarship recipients and celebrate the holidays. Season’s greetings! Join fellow San Diego Chapter attendees and their guests for a festive evening as we honor the...

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Commonwealth National Conference

The National Conference is Commonwealth’s largest and most comprehensive program of the year, with nearly 1,800 attendees, including me. Hope to see you there! This event is exclusively for financial professionals Held every autumn, the National Conference is...

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Download Free eBook

Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

Check your email for your download link.