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  • Meet Kris Betts
    Host     ​of ​The XCELLR8 Series

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  • October 13, 2021 | Program: 11 AM - 2:30 PM EDT

    The 2nd Annual XCELLR8 Retirement & PlanTech Online Summit provides an opportunity for Retirement Planning practitioners and the firms that support them to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Retirement Planning and Qualified Plans marketplace. 

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    Register Here

Broker/Dealers

RIAs

Family Offices

Wealth Advisors

Banks & Trusts

Insurance
​Professionals

ONLINE SUMMITS

2021 Leadership Series

October 13, 2021 | 11 AM - 2:30 PM EST

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Recently Recorded

Booths & Videos

RESTREAM


XCELLR8 RIA & WealthTech Summit

Day 1

Recorded 6/30

The Finlocity Channel
Booths

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Learn about what you want, ​when you want, how you want. 

XCELLR8™

Our online summits give senior executives the opportunity to meet and network.

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The Finlocity Channel™

Watch recently recorded Summit sessions.

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FinServ Hub™

Easy access to solution information and demonstrations of the latest innovations.

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VideoVault™

A Video archive with our most insightful webinars, webcasts, and online summits

Watch Recordings

Community Members

Proudly serving members from leading financial institutions

THE MATERIAL PROVIDED ON THIS WEBSITE IS NOT INTENDED AS A RECOMMENDATION OR AS INVESTMENT ADVICE OF ANY KIND. SUCH MATERIAL IS NOT PROVIDED IN A FIDUCIARY CAPACITY,  MAY NOT BE RELIED UPON FOR OR IN CONNECTION WITH THE MAKING OF INVESTMENT DECISIONS AND DOES NOT CONSTITUTE A SOLICITATION OF AN OFFER TO BUY OR SELL SECURITIES.   ALL CONTENT HAS BEEN PROVIDED FOR INFORMATIONAL OR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS LEGAL OR  TAX ADVICE AND/OR A LEGAL OPINION.   FINLOCITY COMMUNITY, LLC ©COPYRIGHT 2021. ALL RIGHTS RESERVED.  


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