INSITE is a premier industry event for success-minded advisors interested in enhancing client relationships and growing their business. INSITE features an impressive lineup of world leaders and industry experts, showcases our latest offerings, provides access to an exhibit hall featuring strategic providers and helps advisors grow their business, increase efficiency and differentiate themselves in today’s marketplace.
Oscar Salazar Gaitan
Rana el Kaliouby
Qualifying sessions will be noted in the conference agenda. Last year, attendees had the opportunity to earn 26 continuing education credits towards accreditations including the CFP Board, CFA Institute and IMCA. Additionally, they earned an average of 8 CWS credits.
Email INSITE@pershing.com with questions related to CE credit.
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Attendees are welcome to register one adult guest for the conference for an additional $95. Another employee of the same company may not attend as a guest. Guests are invited to meal functions only. Attendance by minors is discouraged.
Hotel accommodations are not included in your registration fee.
Sponsor attendees should register via the Exhibitor Resource Center. Please contact email@example.com for further details.
Please submit your cancellation requests to INSITE@pershing.com. Cancellations received before 5:00 p.m. (ET) on Friday, May 19, 2017, will receive a full refund. Cancellations received after that date will be non-refundable.