On August 16 and 17, the team at Advisor Perspectives will be joined by thousands of financial advisors for our two-day Thought Leader Summit. This is our third year hosting this free virtual event, and we’re proud to say it will be better than ever. Here’s why…
What to Expect
We’re hosting five live sessions between 10 am and 4 pm EDT each day on the long-term trends affecting the advisory profession, including two keynote speeches - by Vitaliy Katsenelson and Tyler Cowen.
At each session, advisors will have the opportunity to earn CE credit for their CFP, IWI, American College, and other certifications. Live attendees will have the advantage of automatic reporting courtesy of our team, while those who choose to watch on-demand may self-report for credit.
New This Year: We’re Giving Away $2,500 in Prizes
Another notable advantage of joining live this year is the chance to win over $2,500 in prizes.
During each session, attendees who stay until the end and complete our final polling question will have the opportunity to win one of three session prizes (valued around $50 each). These prizes include gift cards, Bluetooth speakers, drink tumblers, and more. Those who attend at least seven sessions over this two-day event will be entered to win one of three grand prizes: a Yeti Tundra cooler, an Apple watch, or an Oculus Meta 2 headset.
For those who are unable to accept prizes, you’ll have the option to donate the value of your winnings to our selected 501©(3) nonprofit, Riaan Research Initiative. Riaan is an organization dedicated to finding a cure for Cockayne Syndrome and other life-limiting genetic disorders, which directly impacts a family member of the AP team.
New This Year: Zen Out Between Sessions
We know virtual meeting fatigue is real, and back-to-back sessions can be grueling! So new this year, we’re giving everyone a quick brain break with three-minute wellness check-ins between every session.
Join a few members of the AP team as they lead you through easy chair yoga poses, mindful meditations, and more. Use this time to relax, stretch out, and rejuvenate before the next summit session begins.
10 CE Sessions
Explore our 2022 summit sessions, where you’ll gain new skills and insights from some of the top thought leaders in the financial profession.
August 16: Day 1 Highlights
Author, thought leader, and market commentator Vitaliy Katsenelson kicks off the Thought Leader Summit by sharing his outlook for the economy and approach to active stock management.
During Day 1, we’ll also be joined by Suzanne Siracuse moderating a panel including some of today’s leading industry experts: Dr. Preston D. Cherry, CFT-I™, CFP®, Tyrone Ross, and Marguerita Cheng, CFP®.
Don’t miss your chance to hear our other can’t-miss sessions featuring speakers like Wade Pfau, Tim Urbanowicz, Michelle Richter, and more. From recession-proofing your portfolio to using commission-free annuities to grow AUM, our featured speakers are covering the gamut of today’s biggest advisory trends.
Register now to join us on August 16 for Day 1 of the Thought Leader Summit.
August 17: Day 2 Highlights
Our second day starts on a high note with a Q&A session with economics professor and author Tyler Cowen. During this one-hour session, Tyler will answer audience questions about what the future holds for global economies.
Spend the rest of the day learning from notable speakers including Ryan Bertrand, Brittany Abbate, Tom Lydon, and many, many more.
Our day 2 sessions will explore a wide variety of topics like energy infrastructure as an attractive sector for investors, IBLICs, recent changes for IRAs, and more.
Register now to join us on August 17 for Day 2 of the Thought Leader Summit.
Have You Reserved Your Spot Yet?
We hope you’ll join us for our third-annual Thought Leader Summit on August 16 and 17. This event is free and open to all professionals across the financial ecosystem. Remember to register now and join us live for your chance to win over $2,500 worth of prizes and earn free CE credit.
Read more articles by Rachel Hanley
