WM&M Conference | Welcome to the 4th annual Wealth Management & Marketing Conference

Friday & Saturday, May 29 – 30, 2015

Featuring

Surf and Sand Introduction for SAI from Cooper McManus on Vimeo.

We invite you to engage in this productive two-day event featuring the latest thinking in:

Location

Experience private oceanfront balconies, exquisite coastal dining, an award-winning spa and more.
Format

The size and format of the event encourages relationship-building and collaboration among advisors.
Content

Our focus is to provide practical content for advisors aiming to attract opportunities and close more business.
Experience

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

What People Said Last Year

Excellent! Always a great event.
Great speakers.
Great location, great staff!!!
Fantastic. Very organized, great location. Good networking opportunities. Well done!
The event was extremely well-produced, and the communication leading up to the event was great.
A great event with opportunities at breaks and social events to build relationships
Great location, opportunity to meet advisors, share ideas, and build relationships
Best conference ever!

Not your average Conference

Experience WM&M

Wealth Management & Marketing Conference
May 29 – 30, 2015

Surf & Sand Resort
1555 South Coast Highway
Laguna Beach, CA 92651

Cooper McManus
9870 Research Drive
Irvine, CA 92618
(800) 516-5333