Friday, March 24, 2017,
8:00 am to 6:00 pm
Presenting our third annual LIFT2 (Leading Innovation in Finance Today and Tomorrow) Symposium, delivering insight into contemporary issues shaping the future of financial services. Up to six hours of continuing education credit hours are pending for the day.
Designed for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries, this year LIFT2 includes discussions on such pressing issues as: the exploding role of digital advice in financial services, healthcare in retirement, financial planning for Gen X and Gen Y, the complexities of divorce planning, and discussion of complex tax and insurance cases to name a few.
“Outstanding panel of speakers and topics for LIFT2 2017. I’m looking forward to being a part of this year’s Symposium”
-Joseph Maugeri, CFP ®, Lunch Keynote Speaker, Managing Director of Corporate Relations CFP Board.
Please join us for a day of transformative presentations from the Who’s Who of the financial services industry. Spend the day engaged in enriching discussion and networking with your peers.