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Go RIA - A Virtual RIA Summit
Join us on October 21st for our first-ever virtual RIA Summit.
This "open forum" format will give you the opportunity to directly engage with some of the industry's top thought leaders about what, exactly, is involved with "Going RIA" or "Joining an RIA". Scroll down to see more details about the speakers and the various panel discussions you can join in on -- ask questions directly to the panelist, or, just sit back and take in the information.
Registration is free and easy for all - both FPA members and non-members... simply click on this link for more details and to register: www.go-RIA.com (registration deadline is Monday, October 19). Here's the agenda:
Moderator:
* Charles "Chuck" Failla, CFP®: Board Member, FPA Connecticut; Principal, Sovereign Financial Group, Inc.
11:30 am (ET) - 11:45 am (ET): Opening Keynote * Greg Bruce: SVP & National Director - Investment Advisors Division, Raymond James
11:45 am (ET) - 12:45 pm (ET): Panel Discussion
"What to consider before going RIA, or, joining an RIA" * Ray Adams: Regional Director - Raymond James RIA/Custodial * Rick Dennen: Founder, President & CEO - Oak Street Funding
* David A. Gehn: Chairman, Litigation Department - Ellenoff Grossman & Schole
* Brendan Roberts: Senior Compliance Consultant - NRS
* Charles Paksi: Director - Altium Wealth Management
12:45 pm (ET) - 1:45 pm (ET): Panel Discussion
"RIA Tech Talk"
* Mike McDaniel: Co-Founder and Chief Investment Officer - Riskalyze * Jerry Michael: President and co-founder - SmartLeaf
* James McClenahen: Sr. Manager, Product Management & Development - SS&C
* Ted Denbow: VP Head of Sales - RightCapital
* Jeff Benfield: Senior Technology Product Manager - Vanguard
1:45 pm (ET) - 2:45 pm (ET): Panel Discussion
"Investment and Insurance Product Options for RIAs"
* Evan Rapoport: Founder and CEO - SMArtX * Paul F. McGinn: Senior Vice President - First Trust
* George Mahassel: Regional Vice President - Incapital
* Brandon Laczkowski: VP, Global Markets Division - Goldman Sachs
* Jonathan Barth: RIA Consultant - DPL Financial Partners
2:45 pm (ET) - 3:00 pm (ET): Closing Keynote
* Jackie Wilke: VP / Advisor Consultant - First Trust
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