Finlocity

Green Valley Ranch Resort & Spa | Henderson, NV

October 26 - 28, 2022

HOME

DAY I​​

Wednesday, October 26, 2022

1:00 PM - 5:00 PM

ARRIVAL & FORUM REGISTRATION

6:00 PM - 7:30 PM

RelationshipBuilder

Poolside Welcome Reception

7:30 PM - 9:00 PM

DINE AROUND

​DAY II

Thursday, October 27, 2022

7:00 AM - 8:30 AM

BREAKFAST

Finlocity Welcome

KEYNOTE PRESENTATION

"Finding Yield in a Recessionary Environment”

8:30 AM - 9:15 AM

9:15 AM - 10:00 AM

WORKSHOP I

"Preparing Your BD for DOL"

WORKSHOP II

"Digital Marketing - Navigating New Rules"

iLike PowerMatch™ Sessions

10:00 AM- 10:30 AM

NETWORK & REFRESHMENT BREAK

10:30 AM-11:15 AM

11:15 AM - 12:00 PM

WORKSHOP III

“Optimizing Systems Architecture for Peak Efficiency & Efficacy"

WORKSHOP IV

"Getting Your BD Ready for the Next Wave of Cyber Attacks"

iLike PowerMatch™ Sessions

12:00 PM - 1:00 PM

LUNCH

KEYNOTE PRESENTATION

"Servicing the Advisor of Tomorrow"

1:00 PM - 1:45 PM

GENERAL SESSION

PEER-TO-PEER EXECUTIVE PANEL

"Back-Office Retention Strategies"

1:45 PM - 2:30 PM

2:30 PM - 3:15 PM

WORKSHOP V

"Making it Easy for Advisors to do multi-line business with Your BD"

WORKSHOP VI

"Revisiting ALTs in Search of Yield"

iLike PowerMatch™ Sessions

3:15 PM- 3:30 PM

NETWORK & REFRESHMENT BREAK

3:30 PM - 4:15 PM

4:15 PM - 5:00PM

WORKSHOP VII

"Servicing the Advisor of Tomorrow"

WORKSHOP VIII

"The Next Evolution in Managed Accounts"

iLike PowerMatch™ Sessions

6:30 PM- 9:30 PM

RelationshipBuilder AT    

​DAY III​​

Friday, October 28, 2022

7:00 AM - 8:30 AM

BREAKFAST

Finlocity Welcome

KEYNOTE PRESENTATION

"Next Generation WealthTech Solutions for High Performance Teams"

8:30 AM - 9:15 AM

9:15 AM -10:00 AM

WORKSHOP IX

"The Power of the One Page Financial Plan"

WORKSHOP X

"AUM Driven Annuity Solutions"

iLike PowerMatch™ Sessions

10:00 AM - 10:30 AM

NETWORK & REFRESHMENT BREAK

10:30 AM - 11:15 AM

11:15 AM - 12:00 PM

WORKSHOP XI

"Using A.I. to Streamline Compliance Reviews"

WORKSHOP XII

"Helping Advisors Understand New Tax Policies and the 

Effects on Clients Wealth"

iLike PowerMatch™ Sessions

12:00 PM

FORUM ADJOURNS

​​Format

Keynotes

PowerMatch Sessions

Executive Panels

Luxury Accommodations

Networking

Engaging Workshops