You have Q’s; we have A’s.

What are the dates of the Annual Conference?
The Annual Conference will be held April 23 – 25. View the Agenda. Attendees should plan to arrive on Sunday, April 23 and depart on Tuesday, April 25, unless arrangements have been made to extend your stay.

How do I register for the event?
Register here.

What is the recommended attire?
Business casual attire is recommended for all event activities. The average temperature for Charlotte in April ranges from 49° – 73° F, raining on approximately 20% of days.

What expenses are covered by Private Advisor Group?
All advisors receive a two-night hotel stay for Sunday, April 23 and Monday, April 24; travel reimbursement up to $250; and all event meals.

What expenses are not covered by Private Advisor Group?
Attendees are responsible for additional hotel nights before or after the event; travel expenses beyond the reimbursable amount; meals and activities not included in the official event agenda; and local transportation and parking.

What is the registration fee?
There is no registration fee for advisors. See subsequent questions for admins, assistants, or guests.

When is the registration deadline?
Registration closes on Wednesday, March 22 at 11:59 p.m. ET.

Can my admin or assistant attend?
The conference experience and agenda are structured for producing advisors; however, if you feel that your admin would find value, we would be happy to work with you.  A $550 registration fee will be assessed for any non-advisor attendees and you’d be responsible for covering their full transportation expenses (they’re not eligible for reimbursement). Please email their name and email address to marketing@privateadvisorgroup.com. 

Can I bring a guest to the event?
The Annual Conference is a business conference intended for advisor networking and education, and is not designed for guest attendance. If you have additional questions, please contact marketing@privateadvisorgroup.com. A $550 registration fee will be assessed for any non-advisor attendees.

How do I modify my registration?
To modify your registration, click the link in your confirmation email or sign in. Make any modifications to your registration and save. You will receive an email confirming your modifications.

• All modifications to your dinner entrée selection must be made by Friday, March 31.
• All modifications to your hotel reservation must be made by Friday, March 31.
• All modifications to your personal information or badge name must be made by Friday, March 31.

After March 31, please submit any modification requests to marketing@privateadvisorgroup.com. We will do our best to accommodate, but cannot guarantee any modifications after this deadline.

How do I cancel my conference attendance?
Cancel your conference registration by clicking the cancel registration link in your confirmation email or by signing in. Navigate to the Cancel Registration step and select the X next to your Registrant Details.

If you fail to cancel your conference registration more than 72 hours prior to the conference, you may be charged a late cancellation or no-show fee by Private Advisor Group. Cancellations or no shows forfeit any travel reimbursement.

If you fail to cancel more than 72 hours prior to your check-in date, you will be charged a no-show fee by the hotel.

When can I see the full agenda?
Stay tuned; it’s coming soon! We’re still working with sponsors and internal teams to bring the perfect agenda into alignment. The full agenda will be posted in March, and we’ll make sure you’re the first to know.

Do I need to be there for the pre-conference sessions?
We’d love to have you there. Registration opens at 1:00 p.m. ET with those sessions starting at 2:00 p.m. ET.

Is there a printable version of the agenda?
In order to reduce our environmental impact, there is not a printable agenda for this event. You can access the agenda via your mobile device at events.privateadvisorgroup.com/annual or with the Private Advisor Group Events app the week before the conference.

Who should I contact to make my travel arrangements?
Attendees are responsible for making their own travel arrangements. View the Agenda as you plan your travel. Please complete and confirm your conference registration and lodging prior to making any travel arrangements.

What airport should I fly into?
The nearest major airport is Charlotte Douglas International Airport [CLT], which is approximately 15 minutes from the Charlotte Marriott City Center.

Can I travel by train?
The destination is reachable by train. Travel to the Charlotte, NC station, which is 5-10 minutes from the Charlotte Marriott City Center.

How much are parking fees?
The discounted parking fee is $30 per day.

How do I arrange ground transportation to and from the hotel?
All guests are responsible for coordinating their own ground transportation via taxi, rideshare, transit, or other means.

What is the travel reimbursement policy?
Advisors are eligible for up to $250 in travel reimbursement toward airfare, train fare, or driving mileage. Business class, first-class, and airfare purchased with points are not reimbursable. If you would like to upgrade your flight, you may submit the economy ticket price for reimbursement only. Driving mileage is reimbursed at the 2023 IRS standard mileage rate. Reimbursement requests for driving mileage must be accompanied by a map displaying roundtrip miles traveled. Trip insurance cannot be reimbursed.

How do I submit by reimbursement request?
Once you have made travel arrangements, submit your request through the Reimbursement Request Form by May 15. If you are traveling by air or train, you will need to upload a receipt of your expense. If you are traveling by car, you will need to upload a roundtrip map showing the total mileage.

When will I receive my reimbursement?
The timing of your reimbursement is dependent on a number of factors. Everything will be submitted post-conference. If you have any questions, please contact accounting@privateadvisorgroup.com.

Where are we staying?
The event is being held at the Charlotte Marriott City Center located at 100 W. Trade St., Charlotte, NC 28202.

How do I book my hotel room?
You will be asked for your hotel reservation information during registration. Private Advisor Group will coordinate your hotel reservation with the Charlotte Marriott City Center. If you have changes to your hotel reservation, you must modify your reservation by Friday, March 31.

What are the check-in and check-out times?
Check-in time is 4:00 p.m. and check-out time is 11:00 a.m. Early check-in and late check-out are subject to availability and hotel approval.

Will I be asked for a credit card upon check-in?
Yes, a credit card is required at check-in. A $75/night authorization hold will be placed on the card to cover incidentals during your stay.

What is the cost of rooms at the Charlotte Marriott City Center?
The discounted group room rate is $249 + taxes and fees per night.

How many people can stay in a room?
The Charlotte Marriott City Center allows for a maximum of four (4) occupants to a room. Rooms exceeding two occupants may incur additional charges at your expense.

Can I extend my stay?
You may book additional nights at the discounted room rate ($249 + taxes and fees per night) April 20 – 26. This rate is subject to hotel availability and at your expense. Please make your extension requests during your conference registration prior to finalizing travel arrangements.

What is the hotel cancellation policy?
Please view the Cancellation section above for more information.