Speaking Engagements

2019 PLANADVISER National Conference

September 16, 2019
JW Marriott Grande Lakes, Orlando, Florida


2019 PLANADVISER National Conference addresses all areas of the advisory businesses and will focus on the latest on how to manage legislative and regulatory challenges, maximize opportunities in financial wellness and health savings accounts, leverage the newest platforms, tools and services for you and your clients manage your practice, grow your client base and differentiate your message and construct investment lineups by way of the best practices in use today. Financial Industry Partner, Jamie Fleckner, will be speaking at this conference, on “Risk Management for Advisers – Litigation, Insurance, Audits.”

For more information, please visit the event website here.