Each year this symposium gets bigger and better. If you want the opportunity to work “on” your business rather than “in” your business, then you should be in attendance. Our attendees tell us how they grow personally and professionally each and every year.
Every year, financial professionals, attorneys, and accountants come together to share business ideas, meet friendly people and network.
Event
[What We Offer]
We Bring The Best Together
Advanced Speakers
Amazing key note and professional speakers to help take your business to new heights.
Food, Glorious Food
Breakfast, lunch, snacks and unlimited tea and coffee are all part of the ticket price. Networking dinners each night.
Super CE
Earn maximum CE credits for financial advisors, attorney's and CPA's. No need to worry about it later.
Incredible Crowd
We bring the best professionals together to learn from one another and build new and everlasting relationships.
It is these SPONSORS who make this all possible
Speakers
Listen and Learn
Who's Speaking?
Hear some of the best speakers across many industries, including inspirational key notes. It’s time to launch your business to new heights!
Scott Zuckerman
[Event Emcee]
Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® has dedicated his career
Joseph DiLeo
[CEO - Vision Financial Group]
Joseph L. DiLeo is dedicated to providing clients with both the professional and
Sam Terrazzino
[General Agent - Vision Financial Group]
Vision Financial Group of Upstate New York builds relationships with people by
Nicholle Overkamp
[Financial Professional]
Nicholle Overkamp, MBA, CDFA, ChFC is on a mission to empower women to take
Bill Donofrio
[Longbridge Financial]
At the core of my business model is heartfelt desire to help American seniors
April Carter
[Annuity Regional Director]
April Carter is a member of the MassMutual Annuity Sales Team with fifteen years
Ted Malone
[Allianz Life - RVP]
Regional Vice President responsible for sales and business development of
Michele Collins
[Advanced Sales - Mass Mutual]
Michele Collins is a Director with MassMutual’s Advanced Sales organization.
Eric Palumbo
[Financial Advisor]
As a Certified Exit Planning Advisor and Managing Partner at Flower City Advisory,
Take Your Business To The Next Level In:
Schedule
[Our Timetable]
At What Time?
Below is the schedule of events. We have a great lineup of speakers and topics we know you will enjoy. Topics and speakers are subject to change.
9:30:am - 10:30am
Breakfast & Networking
Working Breakfast - Ask Me Anything!
10:30am - 11:00am
Kickoff
8:00am - 9:00am
Breakfast & Wholesaler Roundtable
9:00am - 10:00am
Program
10:00am - 11:00am
Program
12:00pm - 12:30pm
Wrapup
Register
[Register Now]
How Much?
HERE’S THE BEST PART…….THIS EVENT IS FREE!
REGISTER NOW
$
299
[No Accommodations]
2 Days
- – Symposium Attendance
- – Breakouts
- – Networking / Happy Hour
- – Earn All Your CE Credits
- – Breakfast, Lunch & Dinner
For those needing accommodations, CLICK HERE for our group rate!
Testimonials
See What People Are Saying
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