We invite you to engage in this productive two-day event featuring the latest thinking in:
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Experience private oceanfront balconies, exquisite coastal dining, an award-winning spa and more.
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The size and format of the event encourages relationship-building and collaboration among advisors.
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Our focus is to provide practical content for advisors aiming to attract opportunities and close more business.
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Reserve your seat today, and take advantage of all that the WM&M Conference has to offer.
Practical Content, Perfect Location
This two-day event serves as a forum to bring advisors together to discuss the latest strategies in client service and practice management. Past conferences have attracted over 50 advisors and featured top-level content in fund strategies, liquid and fixed income alternatives, insurance and annuities, emerging marketing, practice management, marketing and more.
Experience WM&M
Friday & Saturday, May 29 – 30, 2015
Wealth Management & Marketing Conference
May 29 – 30, 2015
1555 South Coast Highway
Laguna Beach, CA 92651
Cooper McManus
9870 Research Drive
Irvine, CA 92618
(800) 516-5333