Financial Advisor Summit
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 at the U.S. Department Labor who is working on the Department's re-proposal of its re-definition of "fiduciary," which could ban the earning of commissions on IRA advice.
- Dr. Claude Lilly, president of Presbyterian College, former Georgia Assistant Deputy Insurance Commissioner, and former chairman of the Charlotte Branch of the Federal Reserve Bank of Richmond.
- Retired Marine General Peter Pace, Chairman of the Wall Street Warfighters Foundation and 16th Chairman of the Joint Chiefs of Staff.
Registration and Pricing
Advanced Registration is now closed. Onsite registration will be available at the following price points:
Member Registration Fees
- Advance = $599
- Onsite = $699
Non-Member Registration Fees
- Advance = $850
- Onsite = $950
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.
Below is the most recent list of exhibitors for this year's Financial Advisor Summit: