Roundtable Name
The Investment, Retirement & Fiduciary Roundtable
Location and Hotel
Mountain Brook, AL at The Grand Bohemian Hotel Mountain Brook Autograph Collection
Date
September 23rd - 25th
Ideal Wealth Firm Attendees
Product, Platform, & Fiduciary Leaders that are Crafting Their Firm's Future Direction
Description
Congregating the Best Minds that are Crafting and Mitigating Risk for the Next Generation of Wealth Firm Investment Platforms
Partner Focus
Product, Managed Money Platforms, TAMPs, and Retirement Platforms.
Format
The Beacon team weaves together case studies, breakout "brainstorming" sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to rich memories along with plenty of great ideas to take home.
Roundtable Infographic
Roundtable Book
Top 9 Takeaways
Peer Referral