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Advisor Summit 2020

 

 

Advisor Summit 2020 - By Invitation Only
May 6-8 in Dallas, Texas at Hilton Dallas Park Cities

Now in our 3rd year, the 2020 conference will continue to focus on education, best practices and plenty of networking time between attendees and sponsors.

Preliminary Schedule

  Date/Time (CDT)

  Event

  May 6
  12:00 - 4:00 pm

  Custodian operations tours: Fidelity, Schwab, or TD Ameritrade (optional)
 

  May 6
  1:00 - 4:00 pm

  30 minute, 1:1 meetings with Integrated Advisors Network President, Michael  Young (optional)

 

  May 6
  1:00 - 4:00 pm

  Preconference sessions on HR Outsourcing and Product Training (optional)

  May 6    
  5:00 - 7:00 pm

  Welcome Reception at the Hilton Park Cities to meet our sponsor and other network advisors
 

  May 7
  8:00 am - 5:00 pm

  Educational sessions on investment and practice management topics

  May 7
  6:00 - 9:00 pm

  Casual networking dinner at the Young residence (transportation will be  provided)
 

  May 8

  AT&T Byron Nelson PGA Tour Event  (transportation will be provided)

 

* Above times are subject to change


Hotel Booking Options:

There are two ways you can make your hotel reservations. Click on the button below to make online or call the hotel directly at (214) 368-0400, ask for "Reservations" and reference our Group Code: INT

Two nights room and tax will be provided by our generous sponsors.  If you care to extent your stay, a discount rate has been arranged.  Please book soon as the room block closes April 15.

We look forward to seeing you in Dallas!

 

Thank you to our sponsors

Note: Event registration and hotel reservations need to be made seperately.

75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
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