Over 800 investment professionals from all over the country gather annually to discover the latest developments in financial advice and technology. The Fearless Investment Summit empowers financial advisors and wealth management firms to evaluate new ideas and tools and receive invaluable education from world-class thought leaders. Vance is speaking twice at this year’s event. For more information about this year’s conference, please visit Fearless Investing Summit.
Event 1: Making the News: Winning Coverage and Telling Your Firm’s Story
Vance Barse, CPWA®, AIF® is a panelist for Making the News: Winning Coverage and Telling Your Firm’s Story which will be held at 9:30am on Thursday, October 20th, 2022. Learn how to build and nurture long-term relationships with financial media outlets.
Location: Hyatt Regency Salt Lake City, 170 S W Temple Street, Salt Lake City, UT 84101
Date & Time: Thursday, October 20, 2022 at 9:30am and 3:30pm (Mountain Time)
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Event 2: Bringing Maximum Value to High-Net-Worth Clients Using Advanced Planning Strategies
Vance Barse, CPWA®, AIF® is hosting a breakout titled Bringing Maximum Value to High-Net-Worth Clients Using Advanced Planning Strategies which will be held at 3:30pm on Thursday, October 20th, 2022. Learn about the key strategies aimed at bringing maximum value to high-net-worth clientele.
Location: Hyatt Regency Salt Lake City, 170 S W Temple Street, Salt Lake City, UT 84101
Date & Time: Thursday, October 20, 2022 at 9:30am and 3:30pm (Mountain Time)
(Show on map)