- It’s accessible. Our goal is to keep prices affordable so our event is inclusive of everyone from newbies to industry veterans
- It’s casual. Leave your suit at home. We’re t-shirt & shorts people. Seriously. It’s in Dallas in August
- It’s productive. We deliver top-shelf content for financial advisors who want to start, run, and grow their own, independent financial planning firms
The FinTech Competition
Six competitors will be chosen among applicants. They will each have an opportunity to introduce, promote, and garner interest in their offerings. The competition will again be fierce and judged by industry experts.
Michael Kitces, Alan Moore, others TBA