Name
General Session (feat. Advisor Panel)
Date & Time
Monday, April 24, 2023, 3:30 PM - 5:00 PM
Speakers
Philip Coniglio - Private Advisor Group
Kelly Coulter - Private Advisor Group
Anne Mortera - Private Advisor Group
James Perhacs - Private Advisor Group
Adam Schorr - Private Advisor Group
Donald Stahl - Private Advisor Group
Kirsten Ashbaugh - Wilkinson Wealth Mgmt
Tim Brunnock - Trinity Financial Strategies
Joe Conroy - Harford Retirement Planners
Ellen Duffy - Parkway Wealth Mgmt
Kevin Sullivan - Private Advisor Group
Philip Coniglio Kelly Coulter Anne Mortera James Perhacs Adam Schorr Donald Stahl Kirsten Ashbaugh Joe Conroy Kevin Sullivan
Description
Two communities take the stage in this General Session featuring back-to-back panels. First, a panel of advisors will come together to discuss important topics for managing your practice, planning for succession, navigating increasing regulatory scrutiny, bringing balance to your life, and other advisor best practices. Then, a panel of Private Advisor Group's Leadership Team members will take the stage to discuss operations, technology, investment management solutions, and tips for growing your business, in addition to fielding your questions.
Location Name
Charlotte Ballroom A/B/C/D
Session Type
General Session
Presented by
Private Advisor Group