Description
Date: November 23, 2024
Time: 9:00 AM to 5:00 PM (PH Time)
Financial Advisors Congress is a conference for financial planners, wealth managers, insurance brokers, branch managers, private bankers, trust officers, securities brokers, investment solicitors, and other professionals who offer financial advice and sell financial products. Attendees will earn half the credits required for the Associate Financial Planner (AFP®) certification.
Now on its 10th run, Financial Advisors Congress features a mix of industry veterans and experts from other sectors who will teach the delegates specific strategies in building their network, growth their business or career, and drive their sales. Confirmed speakers include:
Featured Topics:
- Advanced Strategies in Wealth Management: Navigating Volatile Markets in 2025
- Comprehensive Estate Planning: Protecting and Transferring Wealth Across Generations
- Tax-Efficient Wealth Management: Strategies for Minimizing Tax Liabilities
- Planning for Longevity: Ensuring Wealth Sustainability in Retirement
- Navigating International Estate Planning: Managing Cross-Border Wealth
- Protecting Family Wealth: Risk Management in Estate Planning”
- Legacy Planning for Business Owners: Succession Strategies for Family Enterprises