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Investment Planning
This is your chance to explore the latest thinking and portfolio design concepts, including downside risk measures, retirement income generation, uncorrelated assets and the elusive search for true alpha--offered by economic strategists, portfolio managers and leading advisors.
Networking
A unique opportunity to compare notes and strategize with top-level planning professionals--and with the speakers during extended group discussion sessions and a unique exhibit hall forum experience.
Practice Management
Tired of the same old topics? The BWMF Conference has polled advisors on the subjects you want to explore--transition planning, human resources, outsourcing, staff motivation, out-of-the-box marketing--and interactive sessions will explore in-depth how to bring new energy and wisdom to your practice management activities. Want more? The new interactive exhibit hall will include people who can address your practice management challenges directly.
Sponsors
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