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]
Joseph L. DiLeo is dedicated to providing clients with both the professional and
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 - Joe DiLeo / Scott Zuckerman
12:00pm - 1:00pm
Lunch / Wholesaler Roundtable
Lunch
1:00pm - 2:00pm
Strategic Alliance Panel - Phil Held / Bob Romeo / Joe DiLeo
2:00pm - 3:00pm
One Big Beautiful Bill - Michelle Collins
3:00pm - 4:00pm
Panel - Scaling Your Practice / Team - John Moshides / Nathan Way
4:00pm - 5:00pm
WM Support & Opportunities - Matthew Whitbread
5:00pm - 5:30pm
Wrapup
Wrapup
6:00pm - 6:30pm
Cocktails
6:30pm - 7:30pm
Dinner
7:45pm - 9:45pm
After Party - Southern Tier Brewing Company
8:00am - 9:00am
Breakfast
9:00am - 10:00am
Fireside Chat - Paul Lapiana
10:00am - 10:30am
Updates & Opportunities in the Retirement Services Space - Bryan Bonisteel
10:30am - 11:00am
Positioning Your Practice for Growth - Kelli Stein
11:00am - 12:00pm
Breakout - Emerging / Ron Moskala - Platinum - Alex Aderman / Robert Apple / Michele Collins
12:00pm - 12:30pm
Wrap up / Group Exercise - Joe DiLeo / Scott Zuckerman
12:30pm
Box Lunch
1:00pm - 3:00pm
Super CE
Register
[Register Now]
How Much?
HERE’S THE BEST PART…….THIS EVENT IS FREE!
REGISTER NOW
[2025 Symposium]
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!
Have a question? Contact Us
szuckerman@massmutualbrokerage.com