Connect with leading advisors, discover emerging trends, and gain actionable insights to elevate your practice. This year’s theme, “Desert Insights: Cutting-Edge Planning Strategies that Bring the Heat,” will ignite powerful discussions on health planning, retirement, AI, psychology, client relationships, alternative lifestyles, marketing, taxes, and more.
Heading to the event? Catch Eric Leeper, CFA as he shares insights on the evolving Wealth Management M&A landscape. We would love to connect while you are there. Reach out and let's set something up!
June 10 - June 12, 2025
Wealth Management EDGE
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
Unlock Your Next Growth Wave at EDGE
EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
Join Our Email List
Get more #FPInsights delivered straight to your inbox.
