Financial Advisor Summit
Washington, D.C.
September 9-11, 2013
FSI will be hosting its first-ever Financial Advisor Summit this year in Washington, D.C.
The Financial Advisor Summit is a truly unique advisor conference created for financial advisors, by financial advisors. FSI’s Financial Advisor Council and Task Force has developed a three-part, holistic conference: For Yourself, For Your Business and For Your Community. Everything from growing an advisors business to living healthier to running for elected office will be explored at the Financial Advisor Summit.
General Session Speakers
- The agenda includes keynote speaker, Peter Sheahan, CEO of ChangeLabs, a global consultancy building and delivering large-scale behavioral change projects for clients such as Apple and IBM. He is also the author of the international bestselling books Fl!p, Generation Y and his newest book Making It Happen.
- One on one interview with Phyllis Borzi, Assistant Secretary for the Employee Benefits Security Administration at the U.S. Department of Labor
- Dr. Claude Lilly, president of Presbyterian College, former Georgia Assistant Deputy Insurance Commissioner, and former chairman of the Board of the Charlotte division of the Richmond Federal Reserve Bank
- Retired Marine General Peter Pace, former Chairman of the Joint Chiefs of Staff
Click here to view the preliminary agenda for the Summit.
Registration and Pricing
Early bird and group registration prices are available below. Click here to register online.
Member Registration Fees
- Early Bird = $499 (until May 30)
- Advance = $599 (May 31-Aug. 29)
- Onsite = $699 (after Aug. 29)
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Non-Member Registration Fees
- Early Bird = $750 (until May 30)
- Advance = $850 (May 31-Aug. 29)
- Onsite = $950 (after Aug. 29)
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Group Discounts*
(must register together, in order to be eligible for discount)
- 3 or 4 additional registrants = 10% discount (~$50) = $450 each
- 5 – 9 additional registrants = 15% discount (~$75) = $425 each
- 10 or more additional registrants = 20% discount (~100) - $399 each
*There is no group discount for non-members. |
Broker-dealer employees may also register at the member and nonmember rates.
Spouse/Guest Reception Pass
Spouse/guest reception passes are available for spouses, significant others or personal friends who wish to attend both the Monday and Tuesday receptions for $150. Spouse/guest registrants may not be employed in the financial services industry. The price does NOT include meals or entrance into the general session or breakout sessions. If the guest would like access to those they may register at the full member rate, as long as the person they’re accompanying is an FSI member. If not, they must pay the non-member full rate.
Hotel Accommodation
FSI has negotiated a discount room rate of $249 per night, plus 14.5% tax at the Washington Hilton. Reservations can be made at the Washington Hilton by clicking on the link below or by calling 1-800-HILTONS (445-8667) and referencing the group code FSI.
The Washington Hilton
1919 Connecticut Ave., NW
Washington, DC 20009
Hotel reservations must be made by August 20, 2013. After this date, hotel rooms and rates will be based on availability.